Pensionmark Financial Group, 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
Pensionmark Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$453,574
+1.9%
6,561
+7.5%
0.09%
+4.7%
Q2 2023$445,148
-26.9%
6,104
-28.0%
0.09%
-32.3%
Q1 2023$608,765
+55.9%
8,474
+42.7%
0.13%
+41.1%
Q4 2022$390,423
+25.9%
5,939
+7.4%
0.09%
+21.6%
Q3 2022$310,0000.0%5,529
+16.8%
0.07%
+13.8%
Q2 2022$310,000
+8.4%
4,733
+22.1%
0.06%
+10.2%
Q1 2022$286,000
-21.0%
3,876
-17.0%
0.06%
-22.4%
Q4 2021$362,000
+2.8%
4,669
+3.9%
0.08%
-5.0%
Q3 2021$352,000
+19.3%
4,492
+20.2%
0.08%
+19.4%
Q2 2021$295,000
+10.1%
3,738
+9.3%
0.07%
+3.1%
Q1 2021$268,000
+25.8%
3,420
+22.5%
0.06%
+20.4%
Q4 2020$213,0002,7920.05%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders