INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 81 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$207,356
-2.1%
3,000
+3.3%
0.03%0.0%
Q2 2023$211,826
-57.2%
2,905
-57.8%
0.03%
-58.5%
Q1 2023$494,676
+7.6%
6,886
-1.6%
0.08%
+7.9%
Q4 2022$459,904
+16.7%
6,996
-0.3%
0.08%
+8.6%
Q3 2022$394,000
-11.3%
7,017
-0.9%
0.07%
-9.1%
Q2 2022$444,000
-18.8%
7,080
-4.6%
0.08%
-10.5%
Q1 2022$547,000
-11.8%
7,424
-4.9%
0.09%
-11.3%
Q4 2021$620,000
+2.5%
7,803
+1.0%
0.10%0.0%
Q3 2021$605,000
+4.7%
7,724
+5.6%
0.10%
+2.1%
Q2 2021$578,000
+7.6%
7,311
+3.3%
0.10%
-8.7%
Q1 2021$537,000
-2.9%
7,079
-6.5%
0.10%
-10.3%
Q4 2020$553,000
+20.7%
7,569
+5.0%
0.12%
+8.4%
Q3 2020$458,000
+3.4%
7,210
-1.4%
0.11%
+16.3%
Q2 2020$443,000
+27.3%
7,312
+11.8%
0.09%
+15.0%
Q1 2020$348,000
-21.8%
6,542
+1.1%
0.08%
-14.9%
Q4 2019$445,000
+6.2%
6,473
-1.0%
0.09%
+2.2%
Q3 2019$419,000
+0.5%
6,538
+0.8%
0.09%
+2.2%
Q2 2019$417,000
+2.5%
6,489
+0.9%
0.09%
+4.7%
Q1 2019$407,000
+62.8%
6,434
+47.8%
0.09%
+53.6%
Q4 2018$250,000
+55.3%
4,353
+79.1%
0.06%
+75.0%
Q3 2018$161,000
+215.7%
2,430
+211.1%
0.03%
+190.9%
Q2 2018$51,000
-1.9%
781
+1.2%
0.01%0.0%
Q1 2018$52,0007720.01%
Other shareholders
ISHARES TR shareholders Q2 2018
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