TFO Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,4370.0%2610.0%0.01%0.0%
Q2 2023$25,437
+7.8%
2610.0%0.01%0.0%
Q1 2023$23,607
+63.7%
261
-18.7%
0.01%
+66.7%
Q4 2022$14,423
-31.3%
321
+23.0%
0.00%
-40.0%
Q3 2022$21,000
-4.5%
2610.0%0.01%0.0%
Q2 2022$22,0002610.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 282,832$27,830,00030.28%
Sharkey, Howes & Javer 622,681$61,315,00016.27%
ONE Advisory Partners, LLC 250,596$24,676,00015.16%
CLIENT 1ST ADVISORY GROUP, LLC 254,379$25,049,00012.99%
Pettinga Financial Advisors LLC 432,163$42,555,00011.40%
High Falls Advisors, Inc 414,653$40,831,00010.98%
VIVID FINANCIAL MANAGEMENT, INC. 270,930$26,678,00010.96%
HawsGoodwin Investment Management LLC 354,461$34,904,00010.75%
SWMG, LLC 183,910$18,110,00010.66%
Spectrum Planning & Advisory Services Inc. 109,830$10,815,00010.40%
View complete list of ISHARES TR shareholders