M Holdings Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 722 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$281
+37.1%
2,353
-2.5%
0.04%
+63.6%
Q4 2022$2052,4140.02%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Goodwin Investment Advisory 426,341$35,770,034,00027.56%
Buttonwood Financial Group, LLC 296,656$24,895,00024.36%
West Wealth Group, LLC 493,948$41,442,00019.20%
Sharkey, Howes & Javer 813,640$68,264,00016.53%
Erickson Financial Group, LLC 168,059$14,100,00015.11%
Keystone Financial Services 304,567$27,734,00015.08%
ONE Advisory Partners, LLC 242,768$20,368,00013.49%
CLIENT 1ST ADVISORY GROUP, LLC 267,856$22,473,00013.37%
IMPACTfolio, LLC 166,432$13,964,00013.16%
High Falls Advisors, Inc 494,490$41,488,00012.89%
View complete list of ISHARES TR shareholders