IBHH — ISHARES TR

Ownership history in THREADGILL FINANCIAL, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which THREADGILL FINANCIAL, LLC reported a position in ISHARES TR (IBHH). 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
0.33% (2025 Q4)
Avg. % of fund
0.33%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 14,841 — — 0.33% $789K $23.43
% of Fund (quarterly)    IBHH price (monthly, adj. close)

Other funds also holding IBHH

As of 2025 Q4 — sorted by position size

Keeler Thomas Management LLC 3Y 7Y 4.68% LITTLEJOHN FINANCIAL SERVICES, INC. 3.79% LBMC INVESTMENT ADVISORS, LLC 3Y 7Y 2.5% Mid-American Wealth Advisory Group, Inc. 3Y 1.57% Ironwood Financial, llc 3Y 7Y 1.39% Commonwealth Financial Services, LLC 3Y 7Y 1.32% Baltimore-Washington Financial Advisors, Inc. 3Y 7Y 1.18% Straight Path Wealth Management 3Y 0.77% RIVER'S EDGE WEALTH MANAGEMENT, LLC 0.39% Sightline Wealth Advisors, LLC 3Y 0.31%
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