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Ishares Tr shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Ishares Tr

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All positions including Ishares Tr 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 by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 139k 42.29

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Church & Dwight (CHD)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Sp Smcp600vl Etf (IJS)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial Group

Top funds holding Ishares Tr

Bank of America Corporation
Eastern Bank
Raymond James & Associates
Bailard
Mariner Wealth Advisors
Koss-Olinger Consulting
Pensionmark Financial Group
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

View all funds holding Ishares Tr