SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 537 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$613,874
+7.9%
8,880
+13.8%
0.01%
+30.0%
Q2 2023$568,927
+1.3%
7,801
-0.3%
0.01%
+25.0%
Q1 2023$561,861
+89.9%
7,821
+73.8%
0.01%
+100.0%
Q4 2022$295,830
+7.2%
4,500
+2.3%
0.00%0.0%
Q2 2022$276,0004,4000.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 259,027$19,098,00014.22%
High Note Wealth, LLC 249,108$18,366,0006.48%
SPINNAKER TRUST 1,211,491$89,323,0006.02%
Bond & Devick Financial Network, Inc. 94,069$6,936,0005.54%
Financial Network Wealth Management LLC 129,035$9,514,0004.96%
Laurel Wealth Planning LLC 98,953$7,296,0004.92%
Ellevest, Inc. 113,383$42,333,0003.57%
Tillar-Wenstrup Advisors, LLC 98,347$7,251,0003.47%
RVW Wealth, LLC 395,367$29,150,0003.37%
Private Ocean, LLC 353,931$26,095,0003.26%
View complete list of ISHARES TR shareholders