RAYMOND JAMES TRUST N.A. - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 321 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,373,199
+80534.1%
19,864
-14.9%
0.04%
-16.3%
Q2 2023$1,703
+1.7%
23,352
+0.2%
0.05%
-7.5%
Q1 2023$1,674
+38.9%
23,299
+27.1%
0.05%
+29.3%
Q4 2022$1,205
-99.9%
18,3350.0%0.04%
+7.9%
Q3 2022$1,029,000
-10.0%
18,335
+0.7%
0.04%
-7.3%
Q2 2022$1,143,000
-16.7%
18,213
-2.1%
0.04%
-2.4%
Q1 2022$1,372,000
+14.4%
18,611
+23.4%
0.04%
+16.7%
Q4 2021$1,199,000
+1.2%
15,086
-0.2%
0.04%
-10.0%
Q3 2021$1,185,000
+37.0%
15,118
+38.2%
0.04%
+37.9%
Q2 2021$865,000
+10.3%
10,941
+5.9%
0.03%
+7.4%
Q1 2021$784,000
+14.3%
10,332
+9.9%
0.03%
+3.8%
Q4 2020$686,000
+55.9%
9,398
+35.5%
0.03%
+36.8%
Q3 2020$440,000
+7.3%
6,934
+2.6%
0.02%
-5.0%
Q2 2020$410,000
+15.2%
6,761
+1.0%
0.02%
-4.8%
Q1 2020$356,000
-15.4%
6,696
+9.4%
0.02%
+5.0%
Q4 2019$421,000
+28.7%
6,123
+20.0%
0.02%
+17.6%
Q3 2019$327,000
-0.3%
5,1010.0%0.02%
-5.6%
Q2 2019$328,000
-4.1%
5,101
-5.8%
0.02%
-10.0%
Q1 2019$342,000
+25.3%
5,414
+13.7%
0.02%
+11.1%
Q4 2018$273,000
+34.5%
4,760
+55.5%
0.02%
+63.6%
Q3 2018$203,0003,0610.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 171,964$13,664,00011.97%
High Note Wealth, LLC 289,740$23,022,0007.77%
Parcion Private Wealth LLC 828,088$66,007,0005.96%
SPINNAKER TRUST 1,147,209$91,157,0005.84%
Bond & Devick Financial Network, Inc. 89,630$7,122,0005.34%
Financial Network Wealth Management LLC 112,016$8,901,0004.51%
Tillar-Wenstrup Advisors, LLC 104,443$8,299,0003.91%
Ellevest, Inc. 512,358$40,772,0003.63%
Highland Private Wealth Management 345,340$27,441,0003.48%
RVW Wealth, LLC 382,097$30,361,0003.39%
View complete list of ISHARES TR shareholders