GOULD ASSET MANAGEMENT LLC /CA/ - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 50 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,456,518
+1.3%
31,182
+2.7%
0.57%
-3.4%
Q1 2024$2,425,828
+8.3%
30,357
+2.4%
0.59%
+1.4%
Q4 2023$2,239,157
+11.5%
29,642
+2.0%
0.58%
+2.1%
Q3 2023$2,008,918
-1.4%
29,060
+4.0%
0.57%
-0.4%
Q2 2023$2,038,394
+10.4%
27,950
+8.7%
0.57%
+8.2%
Q1 2023$1,846,791
+6.8%
25,707
-2.2%
0.53%
+1.2%
Q4 2022$1,728,765
+42.9%
26,297
+22.0%
0.52%
+26.5%
Q3 2022$1,210,000
+7.3%
21,555
+19.9%
0.41%
+13.2%
Q2 2022$1,128,000
-18.0%
17,975
-3.7%
0.36%
-7.9%
Q1 2022$1,376,000
-16.5%
18,665
-10.0%
0.39%
-14.7%
Q4 2021$1,648,000
+18.3%
20,740
+16.7%
0.46%
+7.4%
Q3 2021$1,393,000
+3.0%
17,770
+3.8%
0.43%
+11.7%
Q2 2021$1,353,000
+0.8%
17,115
-3.2%
0.38%
-6.1%
Q1 2021$1,342,000
+4.8%
17,685
+0.8%
0.41%
+5.1%
Q4 2020$1,281,000
+40.2%
17,540
+21.8%
0.39%
+26.2%
Q3 2020$914,000
+31.7%
14,400
+25.8%
0.31%
+27.2%
Q2 2020$694,000
+10.5%
11,450
-3.1%
0.24%
+1.7%
Q1 2020$628,000
-35.9%
11,815
-17.1%
0.24%
-26.7%
Q4 2019$980,000
+14.0%
14,255
+6.2%
0.33%
+7.2%
Q3 2019$860,000
+19.9%
13,420
+20.4%
0.30%
+17.4%
Q2 2019$717,000
+11.2%
11,145
+9.1%
0.26%
+7.5%
Q1 2019$645,000
+28.0%
10,215
+16.3%
0.24%
+14.8%
Q4 2018$504,000
-55.6%
8,785
-48.8%
0.21%
-53.6%
Q3 2018$1,136,000
+38.5%
17,155
+36.3%
0.45%
+28.0%
Q2 2018$820,000
+18.3%
12,585
+22.2%
0.35%
+16.4%
Q1 2018$693,000
-10.5%
10,300
-9.7%
0.30%
-9.5%
Q4 2017$774,000
+90.6%
11,410
+86.1%
0.34%
+83.6%
Q3 2017$406,000
+21.2%
6,130
+14.5%
0.18%
+13.0%
Q2 2017$335,0005,3550.16%
Other shareholders
ISHARES TR shareholders Q4 2017
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