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 ↓
PAX Financial Group, LLC 326,733$20,725,0008.85%
PARK AVENUE SECURITIES LLC 1,487,924$85,541,0007.27%
Pettinga Financial Advisors LLC 158,875$9,134,0006.16%
CWM, LLC 6,499,365$639,992,0005.10%
Lineweaver Wealth Advisors, LLC 123,157$7,100,0004.46%
MCIA Inc 137,124$8,555,0004.42%
VIVID FINANCIAL MANAGEMENT, INC. 56,580$3,253,0004.25%
Leicht Financial Planning & Wealth Management, Inc. 75,132$4,328,0004.18%
Stone House Investment Management, LLC 119,428$6,866,0004.01%
Cooper Financial Group 161,654$9,293,0003.87%
View complete list of ISHARES TR shareholders