Elwood & Goetz Wealth Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Elwood & Goetz Wealth Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,154,194
-29.1%
16,696
-25.2%
0.27%
-27.8%
Q2 2023$1,626,777
+15.4%
22,306
+13.7%
0.37%
+10.4%
Q1 2023$1,409,501
+12.1%
19,620
+2.6%
0.34%
-12.3%
Q4 2022$1,257,015
-9.6%
19,121
-22.8%
0.38%
-18.3%
Q3 2022$1,390,000
+8.8%
24,769
+21.6%
0.47%
+9.8%
Q2 2022$1,278,000
-49.0%
20,369
-40.1%
0.43%
-45.0%
Q1 2022$2,505,000
+67.6%
33,981
+80.6%
0.78%
+66.7%
Q4 2021$1,495,000
-0.9%
18,813
-2.3%
0.47%
-10.6%
Q3 2021$1,509,000
+26.7%
19,258
+27.7%
0.52%
+16.3%
Q2 2021$1,191,000
+73.4%
15,075
+66.6%
0.45%
+57.2%
Q1 2021$687,000
+78.9%
9,048
+72.1%
0.28%
+62.9%
Q4 2020$384,0005,2570.18%
Other shareholders
ISHARES TR shareholders Q1 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