LAKE STREET ADVISORS GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,963,000
+94154.4%
259,850
-0.6%
1.07%
+1.4%
Q2 2023$19,058
+18.7%
261,320
+16.9%
1.05%
+6.0%
Q1 2023$16,056
+12.0%
223,490
+2.5%
0.99%
+5.1%
Q4 2022$14,331
-99.9%
217,997
-0.6%
0.94%
+5.7%
Q3 2022$12,309,000
+3.1%
219,299
+15.3%
0.89%
+4.9%
Q2 2022$11,935,000
+1.5%
190,163
+19.2%
0.85%
+13.6%
Q1 2022$11,763,000
+13.9%
159,538
+22.8%
0.75%
+15.1%
Q4 2021$10,324,000
+2.0%
129,922
+0.6%
0.65%
-39.9%
Q3 2021$10,126,000
-3.9%
129,192
-0.5%
1.08%
+39.3%
Q2 2021$10,540,000
+67.7%
129,863
+56.9%
0.78%
+52.3%
Q1 2021$6,284,000
+3.8%
82,787
-0.1%
0.51%
+2.0%
Q4 2020$6,052,000
+12.9%
82,857
-1.8%
0.50%
-1.0%
Q3 2020$5,359,000
+13.3%
84,415
+8.1%
0.51%
+5.4%
Q2 2020$4,731,000
+20.4%
78,096
+5.7%
0.48%
-1.6%
Q1 2020$3,929,00073,9150.49%
Other shareholders
ISHARES TR shareholders Q4 2021
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