Harborview Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Harborview Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$1,989,000
+6.1%
25,380
+7.0%
1.11%
+6.2%
Q2 2021$1,874,000
+24.9%
23,712
+19.9%
1.05%
+15.7%
Q1 2021$1,501,000
+8.0%
19,782
+3.9%
0.91%
-2.6%
Q4 2020$1,390,000
+31.0%
19,033
+13.9%
0.93%
+14.9%
Q3 2020$1,061,000
+22.5%
16,714
+16.9%
0.81%
+13.1%
Q2 2020$866,000
+220.7%
14,297
+263.8%
0.72%
+245.9%
Q4 2019$270,000
+7.1%
3,9300.0%0.21%
+2.0%
Q3 2019$252,0000.0%3,930
+0.4%
0.20%
-0.5%
Q2 2019$252,000
-3.4%
3,913
-14.1%
0.20%
-33.3%
Q4 2018$261,000
+17.0%
4,557
+35.0%
0.31%
+34.8%
Q3 2018$223,0003,3750.23%
Other shareholders
ISHARES TR shareholders Q3 2021
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