Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 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
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$8,0000.0%960.0%0.00%0.0%
Q2 2022$8,000
-20.0%
960.0%0.00%
-25.0%
Q1 2022$10,000
-88.4%
96
-88.0%
0.00%
-88.6%
Q4 2021$86,000
+177.4%
798
+79.7%
0.04%
+34.6%
Q2 2020$31,0004440.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Goodwin Investment Advisory 436,105$34,631,00026.21%
Buttonwood Financial Group, LLC 257,967$20,483,00021.29%
West Wealth Group, LLC 482,120$38,285,00019.41%
Erickson Financial Group, LLC 162,219$12,882,00014.32%
Sharkey, Howes & Javer 814,443$64,675,00014.10%
CLIENT 1ST ADVISORY GROUP, LLC 270,967$21,517,00013.38%
IMPACTfolio, LLC 168,252$13,361,00013.04%
Keystone Financial Services 265,061$22,379,00013.00%
Pettinga Financial Advisors LLC 470,907$37,395,00012.85%
Tri-Star Advisors Inc. 308,377$24,868,00012.65%
View complete list of ISHARES TR shareholders