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Ishares Tr esg usd corpt shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Ishares Tr esg usd corpt

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All positions including Ishares Tr esg usd corpt 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 esg usd corpt by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 49k 23.56
2025-06-30 $995k 43k 23.23
2025-03-31 $901k 39k 23.06
2024-12-31 $826k 36k 22.72
2024-09-30 $890k 37k 23.79
2024-06-30 $850k 37k 22.72
2024-03-31 $817k 36k 22.99
2023-12-31 $700k 30k 23.27
2023-09-30 $543k 25k 21.76
2023-06-30 $587k 26k 22.74
2023-03-31 $615k 27k 23.02
2022-12-31 $212k 9.5k 22.30