LifePlan Investment Advisors »

Ishares Tr esg usd corpt shares owned by LifePlan Investment Advisors

Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by LifePlan Investment Advisors from 13F filings

Historical chart of LifePlan Investment Advisors investment in Ishares Tr esg usd corpt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg usd corpt held by LifePlan Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr esg usd corpt by LifePlan Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $781k 34k 23.15

More positions owned by LifePlan Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for LifePlan Investment Advisors

Top funds holding Ishares Tr esg usd corpt

Envestnet Asset Management
Wealthfront Advisers
LPL Financial
UBS Group
Envestnet Portfolio Solutions
Ameriprise Financial
Betterment
Creative Planning
FMR
Acorns Advisers
Cetera Investment Advisers
Fisher Investments
Morgan Stanley
CWM
Park Avenue Securities

View all funds holding Ishares Tr esg usd corpt