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Ishares Tr esg usd corpt shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group 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 Sovereign 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 8.9k 23.15

More positions owned by Sovereign Financial Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sovereign Financial Group

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
Morgan Stanley
Fisher Investments
CWM
Park Avenue Securities

View all funds holding Ishares Tr esg usd corpt