ALESCO ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 216 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ALESCO ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$11,145,085
+2.0%
141,471
+3.4%
0.36%
+1.7%
Q1 2024$10,928,172
+6.7%
136,756
+0.9%
0.36%0.0%
Q4 2023$10,239,296
+10.0%
135,548
+0.7%
0.36%
-0.3%
Q3 2023$9,307,940
-4.7%
134,644
+0.5%
0.36%
+2.6%
Q2 2023$9,768,171
-4.0%
133,939
-5.5%
0.35%
-6.4%
Q1 2023$10,178,866
+8.3%
141,688
-0.9%
0.38%
+3.0%
Q4 2022$9,399,045
+14.5%
142,973
-2.3%
0.36%
+7.1%
Q3 2022$8,211,000
-9.7%
146,293
+1.0%
0.34%
-3.1%
Q2 2022$9,093,000
-7.2%
144,893
+9.0%
0.35%
+5.7%
Q1 2022$9,803,000
-1.7%
132,958
+6.0%
0.33%
-0.6%
Q4 2021$9,968,000
+35.1%
125,445
+33.3%
0.33%
+28.0%
Q3 2021$7,376,000
+400.1%
94,105
+404.0%
0.26%
+392.5%
Q2 2021$1,475,000
+7.7%
18,670
+3.5%
0.05%
+1.9%
Q1 2021$1,370,0000.0%18,045
-3.8%
0.05%
-5.5%
Q4 2020$1,370,000
+19.7%
18,760
+4.0%
0.06%
+7.8%
Q3 2020$1,145,000
+21.3%
18,030
+15.7%
0.05%
+10.9%
Q2 2020$944,000
+43.7%
15,585
+26.2%
0.05%
+15.0%
Q1 2020$657,00012,3500.04%
Other shareholders
ISHARES TR shareholders Q1 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