JNBA Financial Advisors - 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
JNBA Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,108,569
-4.5%
44,967
+0.7%
0.39%
-0.5%
Q2 2023$3,256,106
+2.0%
44,647
+0.5%
0.39%
-6.0%
Q1 2023$3,190,846
+14.6%
44,416
+4.8%
0.42%
+7.2%
Q4 2022$2,785,404
+15.5%
42,370
-1.4%
0.39%
+4.0%
Q3 2022$2,412,000
-9.9%
42,980
+0.8%
0.37%
-8.4%
Q2 2022$2,677,000
-8.1%
42,653
+8.0%
0.41%
+5.2%
Q1 2022$2,913,000
+2.2%
39,506
+10.1%
0.39%
+10.9%
Q4 2021$2,850,000
+15.9%
35,866
+14.3%
0.35%
+5.1%
Q3 2021$2,459,000
+32.1%
31,367
+33.2%
0.33%
+31.3%
Q2 2021$1,861,000
+25.8%
23,547
+20.8%
0.25%
+17.2%
Q1 2021$1,479,000
+52.8%
19,486
+47.1%
0.22%
+35.2%
Q4 2020$968,000
+172.7%
13,249
+137.0%
0.16%
+120.8%
Q3 2020$355,000
+5.3%
5,591
+0.4%
0.07%0.0%
Q2 2020$337,000
+17.8%
5,570
+3.4%
0.07%
+4.3%
Q1 2020$286,000
+9433.3%
5,388
+13370.0%
0.07%
+6800.0%
Q4 2019$3,0000.0%400.0%0.00%0.0%
Q3 2019$3,0000.0%400.0%0.00%0.0%
Q2 2019$3,000400.00%
Other shareholders
ISHARES TR shareholders Q2 2020
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