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Ishares Tr fund shares owned by Personal Capital Advisors

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Personal Capital Advisors from 13F filings

Historical chart of Personal Capital Advisors investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Personal Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Personal Capital Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $42M 906k 45.97
2022-09-30 $40M 875k 45.57
2022-06-30 $37M 779k 47.76

More positions owned by Personal Capital Advisors

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Personal Capital Advisors

Top funds holding Ishares Tr fund

Empower Advisory Group
Envestnet Asset Management
Mercer Global Advisors
Francis Financial
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Creative Planning
Cetera Investment Advisers
Hsbc Holdings
Bank of New York Mellon
Laurel Wealth Planning
Stewardship Advisors
Assetmark
Envestnet Portfolio Solutions

View all funds holding Ishares Tr fund