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IBHHIBHH
5 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR

CAPTRUST FINANCIAL ADVISORS holds 18,029 shares of IBHH (ISHARES TR), worth $423,682 as of 2026-Q2. The position was increased (+0.7% shares). IBHH represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$423,682

Current Shares

18,029

Total Value Change

+$152,306

Total Shares Change

+6,593

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
18,029
+0.7%
$423,6820.0%$23.26
24
2026-Q1
Increased
17,907
+15.7%
$420,2770.0%$22.87
28
2025-Q4
Increased
15,482
+32.0%
$366,5360.0%$22.83
30
2025-Q3
Increased
11,732
+2.6%
$279,9260.0%$22.56
24
2025-Q2
New
11,436
-
$271,3760.0%$22.07
32

Other major holders of IBHH: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, LPL Financial LLC

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