Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 537 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,822,826
+27.8%
40,834
+34.8%
0.04%
-2.8%
Q2 2023$2,209,610
+2.8%
30,298
+1.2%
0.04%
-2.7%
Q1 2023$2,150,441
+43.4%
29,934
+31.2%
0.04%
+27.6%
Q4 2022$1,499,647
+98.4%
22,812
+69.3%
0.03%
+70.6%
Q3 2022$756,000
+0.4%
13,478
+12.1%
0.02%
+6.2%
Q2 2022$753,000
-30.1%
12,022
-17.7%
0.02%
+6.7%
Q1 2022$1,077,000
+69.9%
14,602
+82.9%
0.02%
-11.8%
Q4 2021$634,000
+0.3%
7,982
-1.1%
0.02%
+6.2%
Q3 2021$632,000
+48.7%
8,068
+49.9%
0.02%
+6.7%
Q2 2021$425,000
+13.3%
5,383
+9.3%
0.02%
-34.8%
Q1 2021$375,000
-8.1%
4,927
-11.8%
0.02%
-17.9%
Q4 2020$408,000
+54.5%
5,588
+34.3%
0.03%
+7.7%
Q3 2020$264,000
+2.3%
4,161
-2.8%
0.03%0.0%
Q2 2020$258,000
+7.9%
4,281
-4.8%
0.03%
-31.6%
Q1 2020$239,0004,4980.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders