Wealth Architects, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealth Architects, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,010,417
-2.1%
72,478
+3.3%
0.85%
+0.9%
Q2 2023$5,115,615
+8.7%
70,144
+7.1%
0.84%
+1.3%
Q1 2023$4,706,433
+11.4%
65,513
+2.0%
0.83%
+4.3%
Q4 2022$4,223,579
+13.0%
64,247
-3.5%
0.80%
+2.2%
Q3 2022$3,737,000
+88.6%
66,580
+110.9%
0.78%
+102.1%
Q2 2022$1,981,000
+160.3%
31,567
+205.6%
0.39%
+200.0%
Q1 2022$761,000
-32.2%
10,328
-26.9%
0.13%
-34.5%
Q4 2021$1,122,00014,1260.20%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 305,519$20,08518.62%
SWISS RE LTD 673,000$44,243,0208.10%
High Note Wealth, LLC 243,832$16,029,5086.71%
SPINNAKER TRUST 1,167,381$76,7445.98%
Financial Network Wealth Management LLC 165,774$10,897,9835.90%
Laurel Wealth Planning LLC 120,464$7,919,3035.11%
Bond & Devick Financial Network, Inc. 104,927$6,897,8804.92%
Shira Ridge Wealth Management 97,498$6,409,5074.41%
Ellevest, Inc. 672,311$44,197,7073.72%
Windsor Capital Management, LLC 145,169$9,543,4403.48%
View complete list of ISHARES TR shareholders