IBHF — ISHARES TR

Ownership history in Sigma Planning Corp  ·  5 quarters on record

This page tracks every 13F SEC filing in which Sigma Planning Corp 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
0.02% (2024 Q4)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,791 -12,727 -54.1% 0.01% $252K $22.64
2024 Q4 ADDED 23,518 +4,704 +25.0% 0.02% $544K $21.43
2024 Q3 ADDED 18,814 +2,065 +12.3% 0.01% $440K $21.18
2024 Q2 ADDED 16,749 +4,870 +41.0% 0.01% $384K $20.36
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBHF price (monthly, adj. close)

Other funds also holding IBHF

As of 2025 Q4 — sorted by position size

LITTLEJOHN FINANCIAL SERVICES, INC. 10.28% Mid-American Wealth Advisory Group, Inc. 3Y 9.15% COWA, LLC 3Y 6.62% Ruggaard & Associates LLC 4.76% Keeler Thomas Management LLC 3Y 7Y 4.67% Marathon Mission, Inc. 2.9% ARROW FINANCIAL CORP 3Y 7Y 2.8% Cornerstone Planning, LLC 2.37% FF Advisors,LLC 2.32% PRIVATE CLIENT SERVICES, LLC 1.94%
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