Ishares Tr esg 1 5 yr usd shares owned by Francis Financial
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Francis Financial
from 13F filings
Historical chart of Francis Financial investment in Ishares Tr esg 1 5 yr usd
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr esg 1 5 yr usd held by Francis Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr esg 1 5 yr usd by Francis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 411k | 25.31 |
| 2025-06-30 | $9.9M | 394k | 25.17 |
| 2025-03-31 | $10M | 403k | 24.99 |
| 2024-12-31 | $9.0M | 363k | 24.70 |
| 2024-09-30 | $9.2M | 364k | 25.16 |
| 2024-06-30 | $8.9M | 365k | 24.49 |
| 2024-03-31 | $9.5M | 389k | 24.48 |
| 2023-12-31 | $12M | 471k | 24.48 |
| 2023-09-30 | $11M | 474k | 23.77 |
| 2023-06-30 | $11M | 448k | 23.91 |
| 2023-03-31 | $9.7M | 405k | 24.06 |
| 2022-12-31 | $1.5M | 62k | 23.77 |
| 2022-09-30 | $923k | 39k | 23.48 |
| 2022-06-30 | $952k | 39k | 24.22 |