SPINNAKER TRUST - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
SPINNAKER TRUST ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,491,297
-3.3%
122,365
+0.4%
0.86%
+0.2%
Q2 2023$11,881,738
+3.5%
121,914
-4.0%
0.86%
-0.8%
Q1 2023$11,481,904
+90889.0%
126,942
-14.7%
0.87%
-11.5%
Q4 2022$12,619
-99.9%
148,896
+7.2%
0.98%
+7.4%
Q3 2022$11,033,000138,9390.92%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 266,691$22,949,00028.08%
Sharkey, Howes & Javer 646,600$55,627,00018.57%
BHF RG Capital Inc. 279,556$24,050,00018.14%
ONE Advisory Partners, LLC 274,081$23,579,00016.15%
CLIENT 1ST ADVISORY GROUP, LLC 262,068$22,708,00014.74%
FIRETHORN WEALTH PARTNERS, LLC 121,045$10,414,00011.25%
55I, LLC 1,748,678$150,439,00011.22%
VIVID FINANCIAL MANAGEMENT, INC. 263,385$22,659,00010.93%
PAX Financial Group, LLC 396,046$34,072,00010.66%
Stone House Investment Management, LLC 239,258$20,583,00010.37%
View complete list of ISHARES TR shareholders