Selective Wealth Management, Inc. - 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
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 ↓
IMPACTfolio, LLC 180,925$16,364,70113.70%
CLIENT 1ST ADVISORY GROUP, LLC 257,602$23,300,13812.64%
Erickson Financial Group, LLC 126,268$11,420,94111.33%
TAIYO LIFE INSURANCE CO 1,307,000$118,2189.67%
Spectrum Planning & Advisory Services Inc. 65,546$5,928,4749.63%
FFG RETIREMENT ADVISORS LLC 103,557$9,366,7318.02%
Sharkey, Howes & Javer 366,637$33,162,3457.11%
Detalus Advisors, LLC 158,133$14,303,1306.84%
West Wealth Group, LLC 154,258$13,952,6526.46%
Northwest Capital Management Inc 143,631$12,991,4626.31%
View complete list of ISHARES TR shareholders