CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$159
-98.2%
2,295
-98.1%
0.00%
-98.1%
Q2 2023$8,597
-1.0%
117,886
-2.5%
0.05%
-10.2%
Q1 2023$8,683
+49.0%
120,871
+36.4%
0.06%
+37.2%
Q4 2022$5,827
-99.9%
88,632
-14.7%
0.04%
-6.5%
Q3 2022$5,835,000
+1.7%
103,961
+13.7%
0.05%
+4.5%
Q2 2022$5,739,000
-13.3%
91,443
+1.8%
0.04%
-6.4%
Q1 2022$6,621,000
-79.2%
89,794
-77.6%
0.05%
-79.0%
Q4 2021$31,854,000
+87.9%
400,883
+86.9%
0.22%
+65.9%
Q2 2021$16,953,0000.0%214,5120.0%0.14%0.0%
Q1 2021$16,953,0000.0%214,5120.0%0.14%0.0%
Q4 2020$16,953,0000.0%214,5120.0%0.14%0.0%
Q3 2020$16,953,0000.0%214,5120.0%0.14%0.0%
Q2 2020$16,953,0000.0%214,5120.0%0.14%0.0%
Q1 2020$16,953,0000.0%214,5120.0%0.14%0.0%
Q4 2019$16,953,0000.0%214,5120.0%0.14%0.0%
Q3 2019$16,953,0000.0%214,5120.0%0.14%0.0%
Q2 2019$16,953,0000.0%214,5120.0%0.14%0.0%
Q1 2019$16,953,000
+21916.9%
214,512
+15801.6%
0.14%
+6650.0%
Q4 2018$77,000
+20.3%
1,349
+40.5%
0.00%0.0%
Q3 2018$64,000
-19.0%
960
-20.7%
0.00%
-33.3%
Q2 2018$79,000
+38.6%
1,210
+41.9%
0.00%
+50.0%
Q1 2018$57,000
-33.7%
853
-32.9%
0.00%
-50.0%
Q4 2017$86,000
+8500.0%
1,272
+6966.7%
0.00%
Q3 2017$1,000180.00%
Other shareholders
ISHARES TR shareholders Q4 2021
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