SVA Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 367 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$1,915,000
+33.3%
26,213
+15.8%
0.17%
+17.6%
Q3 2020$1,437,000
+0.4%
22,641
-4.1%
0.14%
-7.2%
Q2 2020$1,431,000
+15.8%
23,614
+1.5%
0.15%
+7.7%
Q1 2020$1,236,000
-18.8%
23,255
+5.0%
0.14%
+1.4%
Q4 2019$1,522,000
+17.2%
22,139
+9.3%
0.14%
+10.2%
Q3 2019$1,299,000
-4.8%
20,254
-4.6%
0.13%
-5.2%
Q2 2019$1,365,000
+8.4%
21,223
+6.5%
0.13%
+9.8%
Q1 2019$1,259,00019,9210.12%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders