OSAIC HOLDINGS, INC. - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 265 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,765,041
-12.3%
170,105
-7.5%
0.02%
-29.2%
Q2 2023$13,408,402
-12.4%
183,894
-13.6%
0.02%
-17.2%
Q1 2023$15,299,922
+17.1%
212,853
+7.2%
0.03%
+11.5%
Q4 2022$13,063,295
-44.0%
198,622
-52.2%
0.03%
-50.9%
Q3 2022$23,332,000
-8.1%
415,613
+2.8%
0.05%
-5.4%
Q2 2022$25,379,000
-6.5%
404,303
+8.0%
0.06%
+5.7%
Q1 2022$27,131,000
-28.2%
374,189
-21.3%
0.05%
-25.4%
Q4 2021$37,769,000
+7.8%
475,232
+6.3%
0.07%
-2.7%
Q3 2021$35,041,000
+49.5%
447,023
+50.8%
0.07%
+43.1%
Q2 2021$23,431,000
+17.2%
296,500
+12.6%
0.05%
+6.2%
Q1 2021$19,998,000
+79.6%
263,432
+72.8%
0.05%
+60.0%
Q4 2020$11,137,000
+67.6%
152,461
+45.6%
0.03%
+50.0%
Q3 2020$6,644,000
+54.4%
104,728
+47.4%
0.02%
+42.9%
Q2 2020$4,304,000
+106.9%
71,037
+51.3%
0.01%
+55.6%
Q1 2020$2,080,00046,9440.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 338,787$23,420,35416.89%
Dunhill Financial, LLC 318,114$22,147,06813.97%
Forefront Analytics, LLC 344,925$23,844,84213.52%
High Note Wealth, LLC 239,807$16,577,8776.85%
Laurel Wealth Planning LLC 123,130$8,5126.62%
SPINNAKER TRUST 1,166,204$80,619,6836.07%
Financial Network Wealth Management LLC 163,350$11,1275.43%
Shira Ridge Wealth Management 100,446$6,943,8474.56%
Bond & Devick Financial Network, Inc. 101,025$6,983,8664.49%
Ellevest, Inc. 733,218$50,687,3573.90%
View complete list of ISHARES TR shareholders