CBIZ Investment Advisory Services »

Ishares Tr fund shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr fund by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $53k 1.1k 48.14
2025-06-30 $52k 1.1k 47.66
2025-03-31 $51k 1.1k 47.37
2024-12-31 $50k 1.1k 46.61
2024-09-30 $51k 1.0k 48.35
2024-06-30 $48k 1.0k 46.52
2024-03-31 $48k 1.0k 46.91

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for CBIZ Investment Advisory Services

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Mercer Global Advisors
Francis Financial
Royal Bank of Canada
Creative Planning
LPL Financial
Impact Investors
Envestnet Asset Management
Seeds Investor
Bank of New York Mellon
Jane Street
UBS Group
Assetmark
Laurel Wealth Planning

View all funds holding Ishares Tr fund