BOURGEON CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$95,746
+0.2%
1,385
+5.7%
0.02%0.0%
Q2 2023$95,539
+33.7%
1,310
+31.7%
0.02%
+29.4%
Q1 2023$71,481
+9.3%
9950.0%0.02%
+6.2%
Q4 2022$65,411
+16.8%
9950.0%0.02%
+6.7%
Q3 2022$56,000
-9.7%
9950.0%0.02%
-6.2%
Q2 2022$62,000
-13.9%
995
+1.8%
0.02%0.0%
Q1 2022$72,000
-7.7%
9770.0%0.02%0.0%
Q4 2021$78,000
+9.9%
977
+8.6%
0.02%
+6.7%
Q3 2021$71,000
+1.4%
900
+1.5%
0.02%0.0%
Q2 2021$70,000
+37.3%
887
+32.4%
0.02%
+36.4%
Q1 2021$51,000
+466.7%
670
+458.3%
0.01%
+450.0%
Q4 2020$9,0001200.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 338,787$23,420,35416.89%
Dunhill Financial, LLC 318,114$22,147,06813.97%
Forefront Analytics, LLC 344,925$23,844,84213.52%
High Note Wealth, LLC 239,807$16,577,8776.85%
Laurel Wealth Planning LLC 123,130$8,5126.62%
SPINNAKER TRUST 1,166,204$80,619,6836.07%
Financial Network Wealth Management LLC 163,350$11,1275.43%
Shira Ridge Wealth Management 100,446$6,943,8474.56%
Bond & Devick Financial Network, Inc. 101,025$6,983,8664.49%
Ellevest, Inc. 733,218$50,687,3573.90%
View complete list of ISHARES TR shareholders