BUCKINGHAM STRATEGIC WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 245 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$383,382
+0.2%
5,546
+5.7%
0.01%0.0%
Q2 2023$382,504
+7.2%
5,245
-3.4%
0.01%
-16.7%
Q1 2023$356,8820.0%5,4290.0%0.01%0.0%
Q4 2022$356,882
-24.9%
5,429
-35.8%
0.01%
-40.0%
Q3 2022$475,000
-20.4%
8,461
-11.1%
0.01%
-16.7%
Q2 2022$597,000
+50.8%
9,520
+77.3%
0.01%
+50.0%
Q1 2022$396,000
-7.9%
5,369
-0.8%
0.01%0.0%
Q4 2021$430,000
+12.6%
5,413
+11.0%
0.01%0.0%
Q3 2021$382,000
-4.5%
4,877
-35.2%
0.01%
-79.5%
Q1 2020$400,0007,5260.04%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 305,519$20,08518.62%
SWISS RE LTD 673,000$44,243,0208.10%
High Note Wealth, LLC 243,832$16,029,5086.71%
SPINNAKER TRUST 1,167,381$76,7445.98%
Financial Network Wealth Management LLC 165,774$10,897,9835.90%
Laurel Wealth Planning LLC 120,464$7,919,3035.11%
Bond & Devick Financial Network, Inc. 104,927$6,897,8804.92%
Shira Ridge Wealth Management 97,498$6,409,5074.41%
Ellevest, Inc. 672,311$44,197,7073.72%
Windsor Capital Management, LLC 145,169$9,543,4403.48%
View complete list of ISHARES TR shareholders