B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,258,966
-25.8%
87,574
-23.4%
0.22%
-10.8%
Q2 2023$11,137,848
+5.6%
114,281
-2.0%
0.25%
-11.0%
Q1 2023$10,549,270
-54.7%
116,631
-57.5%
0.28%
-56.9%
Q4 2022$23,281,010
-3.3%
274,702
-9.4%
0.65%
-10.3%
Q3 2022$24,066,000
-9.3%
303,051
-4.1%
0.73%
-34.9%
Q2 2022$26,522,000
-19.1%
316,108
-2.3%
1.12%
+3.9%
Q1 2022$32,795,000
+3.0%
323,573
+9.7%
1.07%
+17.1%
Q4 2021$31,839,000
+19.1%
295,075
+8.7%
0.92%
+7.9%
Q3 2021$26,735,000
+26.6%
271,522
+26.6%
0.85%
+23.9%
Q2 2021$21,124,000
+10.0%
214,520
+1.5%
0.69%
+1.0%
Q1 2021$19,210,000
+28.0%
211,398
+21.2%
0.68%
-15.4%
Q4 2020$15,008,000
+49.9%
174,443
+32.4%
0.80%
+50.4%
Q3 2020$10,009,000
+21.1%
131,740
+11.6%
0.53%
-3.3%
Q2 2020$8,264,000
+132.8%
118,062
+91.2%
0.55%
+82.2%
Q1 2020$3,550,00061,7430.30%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 180,925$16,364,70113.70%
CLIENT 1ST ADVISORY GROUP, LLC 257,602$23,300,13812.64%
Erickson Financial Group, LLC 126,268$11,420,94111.33%
TAIYO LIFE INSURANCE CO 1,307,000$118,2189.67%
Spectrum Planning & Advisory Services Inc. 65,546$5,928,4749.63%
FFG RETIREMENT ADVISORS LLC 103,557$9,366,7318.02%
Sharkey, Howes & Javer 366,637$33,162,3457.11%
Detalus Advisors, LLC 158,133$14,303,1306.84%
West Wealth Group, LLC 154,258$13,952,6526.46%
Northwest Capital Management Inc 143,631$12,991,4626.31%
View complete list of ISHARES TR shareholders