IHT Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$521,721
+13.2%
5,556
+17.5%
0.03%
+8.3%
Q2 2023$460,926
-8.9%
4,729
-15.4%
0.02%
-17.2%
Q1 2023$505,857
-44.6%
5,593
-48.1%
0.03%
-49.1%
Q4 2022$913,442
-46.9%
10,778
-50.2%
0.06%
-56.5%
Q3 2022$1,719,000
+300.7%
21,651
+323.1%
0.13%
+244.7%
Q2 2022$429,000
-44.0%
5,117
-32.3%
0.04%
-34.5%
Q1 2022$766,000
+40.0%
7,555
+49.1%
0.06%
+45.0%
Q4 2021$547,000
+19.7%
5,068
+9.2%
0.04%
+8.1%
Q3 2021$457,000
-63.6%
4,639
-63.6%
0.04%
-53.8%
Q2 2021$1,256,000
+25.1%
12,755
+15.5%
0.08%
+11.1%
Q1 2021$1,004,000
+1.5%
11,046
-3.9%
0.07%
-12.2%
Q4 2020$989,000
+80.8%
11,499
+60.3%
0.08%
+49.1%
Q3 2020$547,000
+30.5%
7,174
+19.8%
0.06%
-3.5%
Q2 2020$419,000
+80.6%
5,986
+48.1%
0.06%
+72.7%
Q1 2020$232,000
+908.7%
4,041
+910.2%
0.03%
+450.0%
Q1 2018$23,000
-4.2%
4000.0%0.01%0.0%
Q4 2017$24,0004000.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders