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Ishares Tr shares owned by BFSG

Quarter-by-quarter ownership of Ishares Tr (EGUS) shares owned by BFSG from 13F filings

Historical chart of BFSG investment in Ishares Tr

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All positions including Ishares Tr held by BFSG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by BFSG

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 450 51.60
2025-06-30 $17k 355 46.76
2025-03-31 $14k 355 39.45
2024-12-31 $16k 355 44.57
2024-09-30 $15k 355 41.50

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View all positions for BFSG

Top funds holding Ishares Tr

Lido Advisors
SageView Advisory Group
Citadel Advisors
Tower Research Capital
Goldman Sachs Group
Apollon Wealth Management
Serenus Wealth Advisors
Jane Street
Sonoma Allocations
Prosperity Planning
Wealth Enhancement Advisory Services
Front Row Advisors
Larson Financial Group
BFSG
UBS Group

View all funds holding Ishares Tr