Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$223,694
-12.8%
2,382
-9.5%
0.01%0.0%
Q2 2023$256,417
+5.6%
2,631
-2.0%
0.01%
-14.3%
Q1 2023$242,860
-47.7%
2,685
-51.0%
0.01%
-50.0%
Q4 2022$464,684
+13.1%
5,483
+6.0%
0.01%
+40.0%
Q3 2022$411,000
+2.0%
5,171
+7.6%
0.01%0.0%
Q2 2022$403,000
-27.6%
4,804
-12.6%
0.01%
-28.6%
Q1 2022$557,000
-14.4%
5,498
-8.8%
0.01%
-30.0%
Q4 2021$651,000
+39.4%
6,029
+27.1%
0.02%
+66.7%
Q3 2021$467,000
-8.6%
4,744
-8.6%
0.01%
-20.0%
Q2 2021$511,000
+13.3%
5,189
+4.5%
0.02%
-6.2%
Q1 2021$451,000
+74.1%
4,964
+64.3%
0.02%
+33.3%
Q4 2020$259,000
+21.0%
3,022
+7.1%
0.01%
+9.1%
Q3 2020$214,0002,8210.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 303,485$29,862,00029.01%
Mizuho Bank, Ltd. 2,000,000$196,920,00019.74%
Sharkey, Howes & Javer 704,287$69,344,00017.92%
ONE Advisory Partners, LLC 281,862$27,752,00017.22%
JB Capital LLC 1,066,048$104,963,00013.58%
High Falls Advisors, Inc 481,971$47,455,00012.89%
CLIENT 1ST ADVISORY GROUP, LLC 256,433$25,248,00012.89%
Tri-Star Advisors Inc. 280,510$28,545,00012.54%
SWMG, LLC 212,075$20,881,00012.12%
Pettinga Financial Advisors LLC 458,570$45,151,00011.52%
View complete list of ISHARES TR shareholders