IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 536 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$335,174
-50.3%
4,849
-49.5%
0.02%0.0%
Q2 2023$674,510
+146.3%
9,604
+137.0%
0.02%
+25.0%
Q1 2023$273,806
+8874.3%
4,053
-91.0%
0.01%
-85.4%
Q4 2022$3,051
-99.9%
45,196
+0.2%
0.08%
+3.8%
Q3 2022$3,041,000
+6.7%
45,103
+6.8%
0.08%
-12.2%
Q2 2022$2,851,000
-8.5%
42,247
-8.5%
0.09%
+130.8%
Q1 2022$3,117,000
+986.1%
46,173
+1184.4%
0.04%
+550.0%
Q4 2021$287,000
+13.9%
3,595
+11.7%
0.01%
+20.0%
Q3 2021$252,000
+14.0%
3,218
+15.5%
0.01%0.0%
Q2 2021$221,000
+2.3%
2,786
-1.5%
0.01%
+25.0%
Q1 2021$216,000
+35.8%
2,829
+29.5%
0.00%
-33.3%
Q4 2020$159,000
+32.5%
2,184
+15.5%
0.01%
-14.3%
Q3 2020$120,000
+6.2%
1,891
+2.0%
0.01%
-22.2%
Q2 2020$113,000
+13.0%
1,854
-0.3%
0.01%
-10.0%
Q1 2020$100,0001,859
+61866.7%
0.01%
Q4 2019$0
-100.0%
3
-96.5%
0.00%
Q3 2019$5,000
-44.4%
86
-41.1%
0.00%
-100.0%
Q1 2019$9,000
+12.5%
1460.0%0.00%
Q4 2018$8,000
-33.3%
146
-22.3%
0.00%
Q3 2018$12,0000.0%1880.0%0.00%
-100.0%
Q2 2018$12,000
-60.0%
188
-57.8%
0.00%0.0%
Q1 2018$30,0000.0%4460.0%0.00%0.0%
Q4 2017$30,000
+233.3%
446
+205.5%
0.00%0.0%
Q1 2016$9,0001460.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 171,964$13,664,00011.97%
High Note Wealth, LLC 289,740$23,022,0007.77%
Parcion Private Wealth LLC 828,088$66,007,0005.96%
SPINNAKER TRUST 1,147,209$91,157,0005.84%
Bond & Devick Financial Network, Inc. 89,630$7,122,0005.34%
Financial Network Wealth Management LLC 112,016$8,901,0004.51%
Tillar-Wenstrup Advisors, LLC 104,443$8,299,0003.91%
Ellevest, Inc. 512,358$40,772,0003.63%
Highland Private Wealth Management 345,340$27,441,0003.48%
RVW Wealth, LLC 382,097$30,361,0003.39%
View complete list of ISHARES TR shareholders