Foundations Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$888,400
-95.2%
9,460
-95.0%
0.03%
-95.6%
Q2 2023$18,413,487
-54.7%
188,934
-57.9%
0.61%
-58.0%
Q1 2023$40,639,281
+7.0%
449,301
+0.2%
1.45%
-3.8%
Q4 2022$37,987,427
-6.5%
448,229
-12.3%
1.51%
-14.7%
Q3 2022$40,607,000
+14.8%
511,353
+23.5%
1.77%
+19.7%
Q2 2022$35,366,000
+28.9%
413,976
+47.6%
1.48%
+39.4%
Q1 2022$27,433,000
+22.0%
280,386
+32.9%
1.06%
+25.4%
Q4 2021$22,488,000
+13.8%
211,020
+6.0%
0.85%
-2.0%
Q3 2021$19,756,000
+25.1%
199,071
+26.1%
0.86%
+13.9%
Q2 2021$15,795,000
+58.8%
157,836
+47.9%
0.76%
+32.1%
Q1 2021$9,949,000
+301.3%
106,685
+278.1%
0.57%
+252.1%
Q4 2020$2,479,000
+371.3%
28,217
+308.2%
0.16%
+41.7%
Q3 2020$526,000
+143.5%
6,912
+126.7%
0.12%
+505.3%
Q2 2020$216,0003,0490.02%
Other shareholders
ISHARES TR shareholders Q4 2021
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