Peak Financial Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Peak Financial Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$598,561
-1.5%
8,658
+3.9%
0.22%
+0.9%
Q2 2023$607,542
+21.2%
8,330
+19.4%
0.22%
+16.1%
Q1 2023$501,144
+6.6%
6,976
-2.4%
0.19%
+0.5%
Q4 2022$470,096
+22.1%
7,151
+4.4%
0.18%
+14.9%
Q3 2022$385,000
-1.8%
6,852
+9.7%
0.16%
+6.6%
Q2 2022$392,000
+13.6%
6,246
+33.3%
0.15%
+30.2%
Q1 2022$345,000
+8.8%
4,686
+17.6%
0.12%
+12.6%
Q4 2021$317,000
+2.3%
3,984
+0.8%
0.10%
-1.9%
Q3 2021$310,000
-0.6%
3,9540.0%0.10%
-0.9%
Q2 2021$312,000
+1.6%
3,954
-2.1%
0.11%
-4.5%
Q1 2021$307,000
+7.0%
4,040
+2.8%
0.11%
+2.8%
Q4 2020$287,0003,9300.11%
Other shareholders
ISHARES TR shareholders Q4 2021
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