Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$261,770
+10101.5%
2,787
-89.4%
0.04%
-80.2%
Q2 2023$2,566
-2.3%
26,333
-9.3%
0.23%
+6.1%
Q1 2023$2,626
-100.0%
29,028
-42.5%
0.21%
-42.8%
Q4 2022$4,275,031,450
+109124.1%
50,443
+2.3%
0.37%
-2.3%
Q3 2022$3,914,000
+50.7%
49,287
+59.2%
0.38%
+45.6%
Q2 2022$2,597,000
-28.5%
30,959
-13.6%
0.26%
-13.5%
Q1 2022$3,631,000
-14.5%
35,831
-8.5%
0.30%
-16.0%
Q4 2021$4,245,000
+10.9%
39,177
+0.8%
0.36%
-14.2%
Q3 2021$3,827,000
+31.7%
38,868
+10.6%
0.42%
+3.4%
Q2 2021$2,905,000
-6.6%
35,143
+2.6%
0.41%
+2.5%
Q1 2021$3,111,000
+377.1%
34,241
+346.0%
0.40%
+332.6%
Q4 2020$652,000
+61.8%
7,677
+44.7%
0.09%
+50.8%
Q3 2020$403,000
-4.3%
5,305
-14.9%
0.06%
-16.4%
Q2 2020$421,0006,2370.07%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CWM, LLC 6,499,365$639,992,0005.10%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 10,816$672,0002.37%
RETIREMENT CAPITAL STRATEGIES 33,567$2,086,0001.06%
Private Ocean, LLC 55,569$3,453,0000.94%
Valtinson Bruner Financial Planning LLC 4,808$299,0000.26%
Bigelow Investment Advisors, LLC 4,786$297,0000.21%
GOULD ASSET MANAGEMENT LLC /CA/ 6,685$415,0000.16%
NOTTINGHAM ADVISORS, INC. 16,312$1,014,0000.15%
FLPUTNAM INVESTMENT MANAGEMENT CO 53,424$3,320,0000.14%
FCG ADVISORS, LLC 6,016$374,0000.12%
View complete list of ISHARES TR shareholders