FIDUCIENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
FIDUCIENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$769,000
+2.8%
9,663
+1.3%
0.23%
+3.1%
Q3 2021$748,000
-0.8%
9,5400.0%0.23%
-3.4%
Q2 2021$754,000
+5.5%
9,540
+1.3%
0.23%
+1.3%
Q1 2021$715,000
+8.3%
9,417
+4.2%
0.23%
-5.7%
Q4 2020$660,000
-57.9%
9,040
-63.4%
0.24%
-72.2%
Q3 2020$1,566,000
+4.7%
24,6760.0%0.88%
-2.7%
Q2 2020$1,495,000
+15.1%
24,676
+1.0%
0.90%
+18.0%
Q1 2020$1,299,000
-22.7%
24,4430.0%0.77%
-16.4%
Q4 2019$1,680,000
+40.6%
24,443
+31.1%
0.92%
+34.9%
Q3 2019$1,195,000
-0.3%
18,6410.0%0.68%
-5.3%
Q2 2019$1,199,000
-3.2%
18,641
-4.9%
0.72%
+17.5%
Q1 2019$1,238,000
+10.0%
19,5980.0%0.61%
-5.4%
Q4 2018$1,125,00019,5980.65%
Other shareholders
ISHARES TR shareholders Q1 2022
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