TPG Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
TPG Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$201,000
-3.4%
2,642
-32.6%
0.14%
-32.0%
Q1 2020$208,000
-22.4%
3,920
+0.4%
0.21%
-6.8%
Q4 2019$268,000
+5.1%
3,903
-2.0%
0.22%
-3.9%
Q3 2019$255,000
+4.9%
3,981
+5.0%
0.23%
-2.1%
Q1 2019$243,0003,7930.24%
Other shareholders
ISHARES TR shareholders Q3 2023
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