WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,080,909
+353.8%
256,425
+371.0%
0.08%
+38.6%
Q2 2023$5,306,527
+26.8%
54,448
+17.7%
0.06%
+16.3%
Q1 2023$4,183,786
+34.1%
46,255
+31.8%
0.05%
+22.5%
Q4 2022$3,119,827
+5.8%
35,094
-4.0%
0.04%
-4.8%
Q3 2022$2,949,000
+13.3%
36,572
+21.8%
0.04%
+16.7%
Q2 2022$2,602,000
-4.2%
30,025
+13.4%
0.04%
-2.7%
Q1 2022$2,717,000
+99.2%
26,488
+96.4%
0.04%
+85.0%
Q4 2021$1,364,000
-6.5%
13,487
-3.3%
0.02%
-9.1%
Q3 2021$1,459,000
+10.7%
13,948
+5.7%
0.02%
+4.8%
Q2 2021$1,318,000
+12.9%
13,202
+5.4%
0.02%0.0%
Q1 2021$1,167,000
+63.2%
12,520
+51.7%
0.02%
+31.2%
Q4 2020$715,000
+5.1%
8,254
-2.5%
0.02%
-11.1%
Q3 2020$680,000
+9.0%
8,469
+0.8%
0.02%0.0%
Q2 2020$624,000
+35.1%
8,403
+16.4%
0.02%
+12.5%
Q1 2020$462,000
+60.4%
7,218
+78.9%
0.02%
+60.0%
Q4 2019$288,0004,0350.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders