COBBLESTONE CAPITAL ADVISORS LLC /NY/ - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 174 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$818,016
-2.3%
11,833
+3.1%
0.06%
+3.4%
Q2 2023$837,310
+14.2%
11,481
+12.5%
0.06%
+7.3%
Q1 2023$733,343
+8.6%
10,208
-0.6%
0.06%
+5.8%
Q4 2022$675,084
+18.9%
10,269
+1.5%
0.05%
+10.6%
Q3 2022$568,000
+1.2%
10,118
+13.3%
0.05%
+9.3%
Q2 2022$561,000
-8.8%
8,933
+7.1%
0.04%
+2.4%
Q1 2022$615,000
+1.5%
8,341
+9.3%
0.04%
+7.7%
Q4 2021$606,000
+10.2%
7,629
+8.6%
0.04%
+2.6%
Q3 2021$550,000
-0.9%
7,023
+0.0%
0.04%0.0%
Q2 2021$555,000
+7.1%
7,020
+2.8%
0.04%0.0%
Q1 2021$518,000
+12.4%
6,828
+8.1%
0.04%
+5.6%
Q4 2020$461,000
+53.7%
6,318
+33.7%
0.04%
+38.5%
Q3 2020$300,000
+6.8%
4,726
+1.7%
0.03%
+4.0%
Q2 2020$281,000
+3.7%
4,645
-8.7%
0.02%
-13.8%
Q1 2020$271,000
-22.6%
5,0900.0%0.03%
-9.4%
Q4 2019$350,000
+11.5%
5,090
+4.1%
0.03%
+3.2%
Q3 2019$314,0004,8900.03%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders