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Ishares Tr shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 7.4k 30.37
2025-03-31 $343k 11k 31.45
2024-12-31 $202k 6.4k 31.77

More positions owned by Pensionmark Financial Group

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Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Hennion & Walsh Asset Management
Cetera Investment Advisers
Assetmark
Commonwealth Equity Services
Morgan Stanley
Pnc Financial Services
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Diversify Advisory Services
Kelly Financial Services
Mml Investors Services
Advisor Group Holdings
JB Capital

View all funds holding Ishares Tr