Merriman Wealth Management, 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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Merriman Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$10,701,853
+1070.9%
146,741
+1084.4%
0.53%
+602.7%
Q1 2022$914,000
-88.6%
12,390
-87.8%
0.08%
-76.3%
Q4 2021$8,044,000
+82.6%
101,546
+80.7%
0.32%
-13.4%
Q3 2021$4,405,000
-0.8%
56,2000.0%0.37%
-3.9%
Q2 2021$4,441,000
+3.9%
56,200
-0.2%
0.38%
-22.1%
Q1 2021$4,275,000
+4.1%
56,330
+0.2%
0.49%
+10.9%
Q4 2020$4,105,000
+546.5%
56,200
+462.0%
0.44%
+364.2%
Q3 2020$635,000
-77.8%
10,000
-76.0%
0.10%
-82.8%
Q4 2019$2,866,000
+7.2%
41,7000.0%0.55%
+2.0%
Q3 2019$2,674,000
-87.5%
41,700
+26.4%
0.54%
+31.6%
Q2 2019$21,354,00033,0000.41%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Ellevest, Inc. 167,337$10,730,0003.76%
Private Ocean, LLC 157,326$10,088,0002.50%
Highland Private Wealth Management 251,360$16,118,0002.25%
FLPUTNAM INVESTMENT MANAGEMENT CO 488,582$31,328,0002.20%
Windsor Capital Management, LLC 60,687$3,891,0001.74%
BSW Wealth Partners 56,353$3,613,0001.39%
Financial Advisors, LLC 32,062$2,056,0001.26%
C-J Advisory, Inc. 27,285$1,750,0001.10%
NOTTINGHAM ADVISORS, INC. 118,209$7,580,0001.00%
Financial Insights, Inc. 15,781$1,012,0000.97%
View complete list of ISHARES TR shareholders