Brinker Capital Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 537 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$687,772
+13.7%
10,462
-2.9%
0.01%
+7.7%
Q3 2022$605,000
+190.9%
10,770
+225.6%
0.01%
+225.0%
Q2 2022$208,000
-70.9%
3,308
-65.9%
0.00%
-63.6%
Q1 2022$716,000
-9.3%
9,710
-2.2%
0.01%0.0%
Q4 2021$789,000
+13.0%
9,931
+11.9%
0.01%0.0%
Q3 2021$698,000
+3.6%
8,874
+3.9%
0.01%
+22.2%
Q2 2021$674,000
+23.2%
8,537
+18.4%
0.01%
+12.5%
Q1 2021$547,000
+56.7%
7,208
+50.6%
0.01%
+60.0%
Q4 2020$349,000
+3.3%
4,785
-10.3%
0.01%
-16.7%
Q3 2020$338,000
+3.4%
5,332
-1.1%
0.01%
-57.1%
Q2 2020$327,000
+0.3%
5,391
-12.1%
0.01%
-6.7%
Q1 2020$326,000
-22.4%
6,133
+0.3%
0.02%
+7.1%
Q4 2019$420,000
+7.1%
6,1120.0%0.01%0.0%
Q3 2019$392,000
+4.5%
6,112
+4.9%
0.01%
+16.7%
Q2 2019$375,000
+16.1%
5,827
+13.9%
0.01%
+20.0%
Q1 2019$323,000
+11.8%
5,114
+1.5%
0.01%0.0%
Q4 2018$289,000
+2.8%
5,039
+18.9%
0.01%
+11.1%
Q3 2018$281,000
+2.6%
4,239
+0.8%
0.01%0.0%
Q2 2018$274,000
-3.2%
4,2050.0%0.01%0.0%
Q1 2018$283,000
-0.7%
4,205
+0.2%
0.01%0.0%
Q4 2017$285,000
+2.5%
4,1950.0%0.01%
-10.0%
Q3 2017$278,000
+24.7%
4,195
+17.6%
0.01%
+25.0%
Q2 2017$223,0003,5670.01%
Other shareholders
ISHARES TR shareholders Q4 2022
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