ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$857,834
-28.9%
12,409
-25.0%
0.00%
-40.0%
Q2 2023$1,206,262
+22.5%
16,540
+20.7%
0.01%
+25.0%
Q1 2023$984,855
+38.7%
13,709
+26.9%
0.00%
+33.3%
Q4 2022$710,255
+69.5%
10,804
+44.8%
0.00%
+50.0%
Q3 2022$419,000
+58.7%
7,463
+77.6%
0.00%
+100.0%
Q2 2022$264,000
+238.5%
4,201
+294.8%
0.00%
Q1 2022$78,000
-57.1%
1,064
-53.5%
0.00%
-100.0%
Q4 2021$182,000
+18100.0%
2,289
+28512.5%
0.00%
Q3 2021$1,000
-97.6%
8
-98.5%
0.00%
Q1 2021$41,000
+355.6%
542
+320.2%
0.00%
Q4 2020$9,000
-43.8%
129
-50.0%
0.00%
Q3 2020$16,0002580.00%
Other shareholders
ISHARES TR shareholders Q3 2021
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