Shepherd Financial Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 537 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$914,168
-6.1%
13,224
-1.0%
0.14%
-5.3%
Q2 2023$973,971
-1.1%
13,355
-2.6%
0.15%
-8.5%
Q1 2023$984,521
+7.7%
13,705
-1.5%
0.16%
-0.6%
Q4 2022$914,53213,9120.17%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Ellevest, Inc. 167,337$10,730,0003.76%
Private Ocean, LLC 157,326$10,088,0002.50%
Highland Private Wealth Management 251,360$16,118,0002.25%
FLPUTNAM INVESTMENT MANAGEMENT CO 488,582$31,328,0002.20%
Windsor Capital Management, LLC 60,687$3,891,0001.74%
BSW Wealth Partners 56,353$3,613,0001.39%
Financial Advisors, LLC 32,062$2,056,0001.26%
C-J Advisory, Inc. 27,285$1,750,0001.10%
NOTTINGHAM ADVISORS, INC. 118,209$7,580,0001.00%
Financial Insights, Inc. 15,781$1,012,0000.97%
View complete list of ISHARES TR shareholders