Wellesley Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 174 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wellesley Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$639,000
-36.1%
10,081
-38.9%
0.22%
+23.2%
Q2 2020$1,000,000
+156.4%
16,508
+124.8%
0.18%
+14.2%
Q1 2020$390,000
-61.5%
7,343
-50.2%
0.16%
-0.6%
Q4 2019$1,012,000
+146.8%
14,750
+130.6%
0.16%
+15.6%
Q3 2019$410,000
-1.4%
6,396
-1.2%
0.14%
-5.6%
Q2 2019$416,000
-0.2%
6,471
-2.0%
0.14%0.0%
Q1 2019$417,000
-46.4%
6,605
-51.3%
0.14%
+3.6%
Q4 2018$778,00013,5660.14%
Other shareholders
ISHARES TR shareholders Q3 2019
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