Schneider Downs Wealth Management Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 247 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Schneider Downs Wealth Management Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,110,640
-1.4%
14,0980.0%0.25%
-5.0%
Q1 2024$1,126,571
+3.7%
14,098
-2.0%
0.26%
-8.1%
Q4 2023$1,086,567
+97.0%
14,384
+80.3%
0.28%
+121.1%
Q3 2023$551,657
-4.7%
7,980
+0.5%
0.13%
-3.0%
Q2 2023$578,918
+2.2%
7,938
+0.7%
0.13%
+13.8%
Q1 2023$566,387
+4.2%
7,884
-4.6%
0.12%
-2.5%
Q4 2022$543,538
+50.6%
8,268
+28.6%
0.12%
+12.3%
Q3 2022$361,000
-9.1%
6,430
+1.8%
0.11%
-4.5%
Q2 2022$397,000
-14.4%
6,319
+0.5%
0.11%
-5.9%
Q1 2022$464,000
-7.2%
6,2900.0%0.12%
-0.8%
Q4 2021$500,000
+5.3%
6,290
+3.8%
0.12%
-3.3%
Q3 2021$475,000
+5.6%
6,058
+6.5%
0.12%
+5.1%
Q2 2021$450,000
+7.1%
5,690
+2.9%
0.12%
+13.6%
Q1 2021$420,000
+6.6%
5,532
+2.4%
0.10%
-6.4%
Q4 2020$394,000
-35.0%
5,400
-43.4%
0.11%
-45.8%
Q3 2020$606,000
+5.4%
9,545
+0.5%
0.20%
+3.6%
Q2 2020$575,000
+14.5%
9,497
+0.6%
0.20%
+6.5%
Q1 2020$502,0009,4430.18%
Other shareholders
ISHARES TR shareholders Q2 2020
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