MONETA GROUP INVESTMENT ADVISORS 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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,892,481
+76.7%
27,376
+86.4%
0.04%
+79.2%
Q2 2023$1,070,836
+27.2%
14,683
+25.3%
0.02%
+20.0%
Q1 2023$841,767
+8.5%
11,717
+8.3%
0.02%
-4.8%
Q4 2022$776,077
+1.4%
10,818
-20.6%
0.02%
-27.6%
Q3 2022$765,000
+58.7%
13,629
+77.5%
0.03%
+81.2%
Q2 2022$482,000
+95.9%
7,680
+144.7%
0.02%
+45.5%
Q3 2021$246,000
-0.4%
3,139
+0.4%
0.01%0.0%
Q2 2021$247,000
+4.2%
3,125
+0.1%
0.01%
-15.4%
Q1 2021$237,000
+3.9%
3,123
+0.0%
0.01%
-18.8%
Q4 2020$228,0003,1220.02%
Other shareholders
ISHARES TR shareholders Q2 2022
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