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

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 497 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$274,3030.0%3,9680.0%0.01%0.0%
Q3 2023$274,303
+4.6%
3,968
+10.3%
0.01%
+16.7%
Q2 2023$262,260
+1.5%
3,596
-0.0%
0.01%
-14.3%
Q1 2023$258,418
+4.1%
3,597
-4.7%
0.01%0.0%
Q4 2022$248,197
-37.8%
3,775
-40.6%
0.01%
-58.8%
Q2 2022$399,000
-0.5%
6,356
+17.1%
0.02%
+30.8%
Q1 2022$401,000
-14.7%
5,430
-8.1%
0.01%
-7.1%
Q4 2021$470,000
+23.0%
5,907
+21.3%
0.01%
+16.7%
Q3 2021$382,000
+31.3%
4,871
+32.7%
0.01%
+33.3%
Q2 2021$291,000
+15.0%
3,671
+10.4%
0.01%0.0%
Q1 2021$253,0003,3260.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders