Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,049,000
+18.5%
32,329
+22.4%
0.19%
+33.6%
Q2 2023$2,574,000
+167260.2%
26,409
+55.3%
0.14%
+20.2%
Q1 2023$1,538
-77.9%
17,004
-79.3%
0.12%
-73.6%
Q4 2022$6,969
-99.8%
82,233
+122.5%
0.45%
+52.4%
Q3 2022$2,935,000
-40.7%
36,958
-19.4%
0.30%
+4.2%
Q4 2021$4,948,000
+14.9%
45,856
+4.9%
0.28%
-2.4%
Q3 2021$4,306,000
-16.8%
43,731
-16.8%
0.29%
-15.2%
Q2 2021$5,178,000
-47.3%
52,585
-48.7%
0.34%
+0.3%
Q1 2021$9,818,000
+56.0%
102,515
+40.2%
0.34%
+27.1%
Q4 2020$6,293,000
+3.9%
73,145
-8.0%
0.27%
-11.2%
Q3 2020$6,058,000
+0.4%
79,487
-7.8%
0.30%
-8.5%
Q2 2020$6,031,000
+108.6%
86,176
+71.3%
0.33%
+54.7%
Q1 2020$2,891,000
+203.4%
50,293
+276.3%
0.21%
+193.2%
Q4 2019$953,000
+19.4%
13,364
+9.5%
0.07%
+10.6%
Q3 2019$798,00012,2010.07%
Other shareholders
ISHARES TR shareholders Q4 2020
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