Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,559,558
-25.8%
16,606
-23.0%
0.06%
-23.7%
Q2 2023$2,102,796
-39.6%
21,575
-43.9%
0.08%
-34.5%
Q1 2023$3,480,228
-7.8%
38,476
-13.6%
0.12%
-14.1%
Q4 2022$3,774,427
-0.2%
44,536
-6.5%
0.14%
-6.2%
Q3 2022$3,782,000
-31.9%
47,632
-28.0%
0.14%
-25.4%
Q2 2022$5,551,000
-34.8%
66,158
-21.2%
0.19%
-24.3%
Q1 2022$8,514,000
+33.1%
84,006
+41.7%
0.26%
+43.3%
Q4 2021$6,397,000
+14.9%
59,287
+4.9%
0.18%
+6.6%
Q3 2021$5,566,000
+4.4%
56,526
+4.5%
0.17%
+5.0%
Q2 2021$5,329,000
+7.9%
54,117
-0.4%
0.16%
+0.6%
Q1 2021$4,938,000
+9.8%
54,345
+3.9%
0.16%
+3.3%
Q4 2020$4,498,000
+39.6%
52,282
+23.7%
0.15%
+19.5%
Q3 2020$3,222,000
+0.3%
42,279
-7.9%
0.13%
-9.2%
Q2 2020$3,213,000
+290.4%
45,910
+220.7%
0.14%
+187.8%
Q1 2020$823,00014,3160.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders