Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 321 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$565
-8.1%
8,175
-3.0%
0.03%
-8.8%
Q2 2023$615
+0.3%
8,432
-1.2%
0.03%
-2.9%
Q1 2023$613
+121.3%
8,537
+102.7%
0.04%
+105.9%
Q4 2022$277
-99.9%
4,211
-19.2%
0.02%
-15.0%
Q3 2022$292,000
+2.1%
5,209
+14.3%
0.02%0.0%
Q2 2022$286,000
-4.3%
4,559
+12.5%
0.02%
+5.3%
Q1 2022$299,000
-12.6%
4,054
-5.7%
0.02%
-9.5%
Q4 2021$342,000
+4.0%
4,298
+2.4%
0.02%
-4.5%
Q3 2021$329,000
-2.7%
4,199
-1.7%
0.02%
-4.3%
Q2 2021$338,000
+67.3%
4,273
+60.9%
0.02%
+64.3%
Q1 2021$202,000
+122.0%
2,655
+113.4%
0.01%
+75.0%
Q4 2020$91,000
+97.8%
1,244
+71.8%
0.01%
+100.0%
Q3 2020$46,000
+48.4%
724
+39.2%
0.00%
+33.3%
Q2 2020$31,000
+14.8%
520
+1.0%
0.00%0.0%
Q1 2020$27,0005150.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 338,787$23,420,35416.89%
Dunhill Financial, LLC 318,114$22,147,06813.97%
Forefront Analytics, LLC 344,925$23,844,84213.52%
High Note Wealth, LLC 239,807$16,577,8776.85%
Laurel Wealth Planning LLC 123,130$8,5126.62%
SPINNAKER TRUST 1,166,204$80,619,6836.07%
Financial Network Wealth Management LLC 163,350$11,1275.43%
Shira Ridge Wealth Management 100,446$6,943,8474.56%
Bond & Devick Financial Network, Inc. 101,025$6,983,8664.49%
Ellevest, Inc. 733,218$50,687,3573.90%
View complete list of ISHARES TR shareholders