CreativeOne Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$638
-98.4%
6,792
-98.6%
0.05%
-95.5%
Q2 2023$41,087
+1145.8%
479,332
+1214.3%
1.02%
+528.8%
Q1 2023$3,298
-93.7%
36,470
-94.1%
0.16%
-94.4%
Q4 2022$52,428
-99.9%
618,620
-18.9%
2.89%
-20.7%
Q3 2022$60,607,000
-4.3%
763,221
+1.1%
3.64%
+6.2%
Q2 2022$63,317,000
-10.0%
754,671
+8.8%
3.43%
-5.9%
Q1 2022$70,331,000
+8.4%
693,947
+15.4%
3.64%
+13.7%
Q4 2021$64,910,000
+42.4%
601,578
+30.3%
3.20%
+19.6%
Q3 2021$45,597,000
+24.0%
461,564
+23.6%
2.68%
+17.9%
Q2 2021$36,774,000
+1149.5%
373,445
+1053.1%
2.27%
+918.4%
Q1 2021$2,943,000
+380.9%
32,387
+355.1%
0.22%
+337.3%
Q4 2020$612,0007,1160.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders