Diversified Trust Co - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Diversified Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$2,606,527
+11.5%
24,843
-0.2%
0.09%0.0%
Q3 2023$2,338,640
-4.6%
24,903
-1.0%
0.09%
-1.1%
Q2 2023$2,450,924
+7.5%
25,148
-0.3%
0.09%0.0%
Q1 2023$2,280,968
+100074.3%
25,218
-6.1%
0.09%
-6.3%
Q4 2022$2,277
-99.9%
26,869
-12.8%
0.10%
-14.4%
Q3 2022$2,447,000
-5.4%
30,8190.0%0.11%
+2.8%
Q2 2022$2,586,000
-25.3%
30,819
-9.8%
0.11%
-10.7%
Q1 2022$3,463,000
-10.5%
34,166
-4.7%
0.12%
-4.7%
Q4 2021$3,870,000
+11.2%
35,863
+1.4%
0.13%
+1.6%
Q3 2021$3,481,000
+3.9%
35,358
+3.9%
0.12%
+3.3%
Q2 2021$3,350,000
+532.1%
34,016
+483.5%
0.12%
+505.0%
Q1 2021$530,000
+33.8%
5,830
+26.7%
0.02%
+25.0%
Q4 2020$396,0004,6000.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
PAX Financial Group, LLC 326,733$20,725,0008.85%
PARK AVENUE SECURITIES LLC 1,487,924$85,541,0007.27%
Pettinga Financial Advisors LLC 158,875$9,134,0006.16%
CWM, LLC 6,499,365$639,992,0005.10%
Lineweaver Wealth Advisors, LLC 123,157$7,100,0004.46%
MCIA Inc 137,124$8,555,0004.42%
VIVID FINANCIAL MANAGEMENT, INC. 56,580$3,253,0004.25%
Leicht Financial Planning & Wealth Management, Inc. 75,132$4,328,0004.18%
Stone House Investment Management, LLC 119,428$6,866,0004.01%
Cooper Financial Group 161,654$9,293,0003.87%
View complete list of ISHARES TR shareholders