Brio Consultants, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,487,980
-3.5%
21,524
+1.8%
0.28%0.0%
Q2 2023$1,542,497
+7.6%
21,150
+5.9%
0.28%
+5.3%
Q1 2023$1,434,128
+18.7%
19,963
+8.6%
0.26%
+10.0%
Q4 2022$1,208,551
+21.8%
18,384
+7.7%
0.24%
+14.8%
Q3 2022$992,00017,0630.21%
Other shareholders
ISHARES TR shareholders Q3 2023
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