Wealthcare Advisory Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 245 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
Wealthcare Advisory Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$726,530
-15.1%
10,510
-10.4%
0.03%
-13.2%
Q2 2023$855,295
+0.9%
11,728
-0.6%
0.04%
+5.6%
Q1 2023$847,294
+23.4%
11,794
+12.9%
0.04%
+9.1%
Q4 2022$686,666
+28.1%
10,445
+9.5%
0.03%
+6.5%
Q3 2022$536,000
+12.1%
9,543
+25.2%
0.03%
+6.9%
Q2 2022$478,000
-10.7%
7,622
+5.1%
0.03%
-9.4%
Q1 2022$535,000
-7.1%
7,250
-0.0%
0.03%
-5.9%
Q4 2021$576,000
+32.4%
7,253
+30.8%
0.03%
+21.4%
Q3 2021$435,000
+18.5%
5,544
+19.3%
0.03%
+12.0%
Q2 2021$367,000
+23.6%
4,648
+18.7%
0.02%
+13.6%
Q1 2021$297,000
+35.6%
3,916
+30.8%
0.02%
+15.8%
Q4 2020$219,000
+447.5%
2,994
+302.4%
0.02%
+216.7%
Q1 2020$40,000
-2.4%
744
+24.2%
0.01%
+20.0%
Q4 2019$41,000
+1950.0%
599
+2039.3%
0.01%
Q3 2019$2,000
-33.3%
28
-34.9%
0.00%
Q2 2019$3,000
+50.0%
43
+30.3%
0.00%
Q1 2019$2,0000.0%330.0%0.00%
Q4 2018$2,0000.0%330.0%0.00%
Q3 2018$2,0000.0%330.0%0.00%
Q2 2018$2,000330.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 305,519$20,08518.62%
SWISS RE LTD 673,000$44,243,0208.10%
High Note Wealth, LLC 243,832$16,029,5086.71%
SPINNAKER TRUST 1,167,381$76,7445.98%
Financial Network Wealth Management LLC 165,774$10,897,9835.90%
Laurel Wealth Planning LLC 120,464$7,919,3035.11%
Bond & Devick Financial Network, Inc. 104,927$6,897,8804.92%
Shira Ridge Wealth Management 97,498$6,409,5074.41%
Ellevest, Inc. 672,311$44,197,7073.72%
Windsor Capital Management, LLC 145,169$9,543,4403.48%
View complete list of ISHARES TR shareholders