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Ishares Tr shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Ishares Tr (ISVL) 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
2024-06-30 $840k 24k 34.94

More positions owned by Pensionmark Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Rusel 2500 Etf (SMMD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Pensionmark Financial Group

Top funds holding Ishares Tr

Municipal Employees' Retirement System of Michigan
Goss Wealth Management
Pensionmark Financial Group
Creative Planning
Glass Jacobson Investment Advisors
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Flow Traders US
Valued Wealth Advisors
WMS Partners
Anchor Investment Management
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley

View all funds holding Ishares Tr