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Ishares Tr shares owned by Sunrise Financial Services

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

Historical chart of Sunrise Financial Services investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Sunrise Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $146k 4.9k 29.50

More positions owned by Sunrise Financial Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Harbor Etf Trust Harbor Commodity (HGER)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ea Series Trust Freedom 100 Em (FRDM)
RBB Us Treasry 12 Mt (OBIL)
The Alger Etf Trust Ai Enablers Adop (ALAI)
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)

View all positions for Sunrise Financial Services

Top funds holding Ishares Tr

Envestnet Asset Management
Jordan Park Group
Hennion & Walsh Asset Management
LPL Financial
Cetera Investment Advisers
Morgan Stanley
Bank of America Corporation
Mml Investors Services
Commonwealth Equity Services
Assetmark
Envestnet Portfolio Solutions
RiverFront Investment Group
Kelly Financial Services
Diversify Wealth Management
Goss Wealth Management

View all funds holding Ishares Tr