Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,644,778
-2.4%
81,405
+1.3%
0.20%
-1.9%
Q2 2023$7,832,865
+0.7%
80,371
-6.5%
0.21%
-2.8%
Q1 2023$7,776,947
-27.4%
85,981
-32.0%
0.22%
-34.5%
Q4 2022$10,715,087
+4.3%
126,432
-2.2%
0.33%
-9.6%
Q3 2022$10,271,000
+13.4%
129,339
+19.8%
0.36%
+17.1%
Q2 2022$9,056,000
-20.1%
107,932
-3.5%
0.31%
-7.2%
Q1 2022$11,340,000
-5.6%
111,895
+0.6%
0.33%
-3.2%
Q4 2021$12,007,000
+20.7%
111,277
+10.1%
0.34%
+9.2%
Q3 2021$9,948,000
+16.4%
101,025
+16.4%
0.32%
+17.0%
Q2 2021$8,550,000
+35.6%
86,822
+25.1%
0.27%
+15.4%
Q1 2021$6,306,000
+21.2%
69,390
+14.8%
0.23%
+12.0%
Q4 2020$5,201,000
+56.1%
60,453
+38.3%
0.21%
+33.1%
Q3 2020$3,331,000
+16.4%
43,704
+6.9%
0.16%0.0%
Q2 2020$2,861,000
+130.9%
40,884
+89.6%
0.16%
+93.8%
Q1 2020$1,239,000
+8160.0%
21,566
+10471.6%
0.08%
+8000.0%
Q4 2019$15,000
+400.0%
204
+308.0%
0.00%
Q3 2018$3,0000.0%500.0%0.00%
Q2 2018$3,000500.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders