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Ishares Tr shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (XJH) 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

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Quarterly reported holdings in Ishares Tr by Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 44k 39.57
2024-03-31 $1.7M 42k 41.08

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Egsadvncdmsci Em (EMXF)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

Top funds holding Ishares Tr

Bank of America Corporation
Eastern Bank
Raymond James & Associates
Bailard
Mariner Wealth Advisors
Koss-Olinger Consulting
Shira Ridge Wealth Management
Franklin Resources
Raymond James Financial Services Advisors
LPL Financial
Francis Financial
Commonwealth Equity Services
JNBA Financial Advisors
Cary Street Partner Investment Advisory
Advisory Services Network

View all funds holding Ishares Tr