Richard Bernstein Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Richard Bernstein Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$710,864
-5.9%
10,283
-0.8%
0.02%0.0%
Q2 2023$755,628
-1.2%
10,361
-2.7%
0.02%0.0%
Q1 2023$764,737
+5.0%
10,645
-3.9%
0.02%0.0%
Q4 2022$728,202
+20.2%
11,077
+2.7%
0.02%
+6.7%
Q3 2022$606,000
-8.0%
10,789
+2.7%
0.02%
+7.1%
Q2 2022$659,000
+51.5%
10,501
+77.8%
0.01%
+55.6%
Q1 2022$435,000
+2458.8%
5,906
+2685.8%
0.01%
Q2 2021$17,0002120.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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