IBTH — ISHARES TR

Ownership history in HAMEL ASSOCIATES, INC.  ·  2 quarters on record

This page tracks every 13F SEC filing in which HAMEL ASSOCIATES, INC. reported a position in ISHARES TR (IBTH). 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
0.08% (2025 Q3)
Avg. % of fund
0.08%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 11,597 +1,128 +10.8% 0.08% $261K $22.10
2025 Q2 INITIATED 10,469 — — 0.08% $235K $21.85
% of Fund (quarterly)    IBTH price (monthly, adj. close)

Other funds also holding IBTH

As of 2025 Q4 — sorted by position size

MKT Advisors LLC 3Y 5.99% Denver PWM, LLC 3Y 7Y 5.58% Wealth Management Strategies, Inc. 5.33% EIGHT 31 FINANCIAL, LLC 4.49% TRUE Private Wealth Advisors 3Y 7Y 4.39% SHELTON WEALTH MANAGEMENT, LLC 3Y 3.73% Atlantic Private Wealth, LLC 3Y 2.81% HM PAYSON & CO 3Y 7Y 2.35% GLOBALT Investments LLC / GA 2.32% Old Port Advisors 3Y 7Y 1.81%
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