United Asset Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$234,571
-16.6%
3,393
-12.0%
0.03%
-14.3%
Q2 2023$281,158
-42.0%
3,855
-15.4%
0.04%
-45.3%
Q1 2023$484,968
+94.0%
4,559
+19.9%
0.06%
+82.9%
Q4 2022$250,023
+23.2%
3,803
+5.1%
0.04%
+12.9%
Q3 2022$203,000
+1.5%
3,618
+13.3%
0.03%
+6.9%
Q2 2022$200,000
-11.5%
3,192
+4.0%
0.03%0.0%
Q1 2022$226,000
-6.2%
3,068
+1.1%
0.03%0.0%
Q4 2021$241,000
+11.6%
3,035
+10.2%
0.03%
+3.6%
Q3 2021$216,000
-24.7%
2,753
-24.1%
0.03%
-26.3%
Q2 2021$287,000
-3.0%
3,628
-7.0%
0.04%
-11.6%
Q1 2021$296,000
+24.9%
3,902
+20.3%
0.04%
+16.2%
Q4 2020$237,0003,2440.04%
Other shareholders
ISHARES TR shareholders Q2 2023
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