IBHF ISHARES TR

Ownership history in FF Advisors,LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which FF Advisors,LLC reported a position in ISHARES TR (IBHF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.75% (2024 Q1)
Avg. % of fund
2.38%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 225,198 +31,736 +16.4% 2.32% $5.2M $22.85
2025 Q3 ADDED 193,462 +15,591 +8.8% 2.16% $4.5M $22.64
2025 Q2 ADDED 177,871 +6,112 +3.6% 2.14% $4.1M $22.11
2025 Q1 ADDED 171,759 +13,600 +8.6% 2.27% $4.0M $21.73
2024 Q4 REDUCED 158,159 -23,623 -13.0% 2.49% $3.7M $21.43
2024 Q3 ADDED 181,782 +12,727 +7.5% 2.72% $4.2M $21.18
2024 Q2 REDUCED 169,055 -3,148 -1.8% 2.73% $3.9M $20.36
2024 Q1 ADDED 172,203 +76,570 +80.1% 2.75% $4.0M $20.11
2023 Q4 INITIATED 95,633 1.83% $2.2M
% of Fund (quarterly)    IBHF price (monthly, adj. close)
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