Ishares Tr shares owned by Balanced Rock Investment Advisors
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Balanced Rock Investment Advisors
from 13F filings
Historical chart of Balanced Rock Investment Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Balanced Rock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 108k | 57.31 |
| 2025-06-30 | $6.3M | 117k | 53.93 |
| 2025-03-31 | $8.7M | 187k | 46.67 |
| 2024-12-31 | $9.1M | 184k | 49.72 |
| 2024-09-30 | $9.8M | 200k | 49.08 |
| 2024-06-30 | $9.3M | 201k | 46.58 |
| 2024-03-31 | $8.7M | 194k | 45.15 |
More positions owned by Balanced Rock Investment Advisors
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