Veritable, L.P. - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 174 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$710,411
+1.5%
9,7410.0%0.01%0.0%
Q1 2023$699,793
+9.3%
9,7410.0%0.01%0.0%
Q4 2022$640,373
+17.1%
9,7410.0%0.01%0.0%
Q3 2022$547,000
-10.5%
9,7410.0%0.01%0.0%
Q2 2022$611,000
-9.3%
9,741
+6.5%
0.01%
+10.0%
Q1 2022$674,000
-7.3%
9,1440.0%0.01%
-9.1%
Q4 2021$727,000
+1.4%
9,1440.0%0.01%
-8.3%
Q3 2021$717,000
-1.5%
9,144
-0.7%
0.01%0.0%
Q2 2021$728,000
+4.1%
9,2090.0%0.01%0.0%
Q1 2021$699,000
+3.9%
9,2090.0%0.01%0.0%
Q4 2020$673,000
-35.6%
9,209
-44.0%
0.01%
-42.9%
Q3 2020$1,045,000
+33.3%
16,459
+27.3%
0.02%
+23.5%
Q2 2020$784,000
+14.0%
12,9340.0%0.02%0.0%
Q1 2020$688,000
-9.6%
12,934
+16.9%
0.02%
+21.4%
Q4 2019$761,000
+7.3%
11,0640.0%0.01%0.0%
Q3 2019$709,000
-0.4%
11,0640.0%0.01%0.0%
Q2 2019$712,000
+1.9%
11,0640.0%0.01%0.0%
Q1 2019$699,000
-36.2%
11,064
-42.1%
0.01%
-44.0%
Q4 2018$1,096,000
+333.2%
19,099
+400.8%
0.02%
+400.0%
Q3 2018$253,000
+2.0%
3,8140.0%0.01%0.0%
Q2 2018$248,000
+0.4%
3,814
+4.0%
0.01%0.0%
Q1 2018$247,000
-0.8%
3,6680.0%0.01%0.0%
Q4 2017$249,000
+2.5%
3,6680.0%0.01%0.0%
Q3 2017$243,000
+5.7%
3,6680.0%0.01%0.0%
Q2 2017$230,000
+4.5%
3,6680.0%0.01%0.0%
Q1 2017$220,0003,6680.01%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Ellevest, Inc. 167,337$10,730,0003.76%
Private Ocean, LLC 157,326$10,088,0002.50%
Highland Private Wealth Management 251,360$16,118,0002.25%
FLPUTNAM INVESTMENT MANAGEMENT CO 488,582$31,328,0002.20%
Windsor Capital Management, LLC 60,687$3,891,0001.74%
BSW Wealth Partners 56,353$3,613,0001.39%
Financial Advisors, LLC 32,062$2,056,0001.26%
C-J Advisory, Inc. 27,285$1,750,0001.10%
NOTTINGHAM ADVISORS, INC. 118,209$7,580,0001.00%
Financial Insights, Inc. 15,781$1,012,0000.97%
View complete list of ISHARES TR shareholders