Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,274,808
-1.2%
32,906
+4.3%
0.01%
+200.0%
Q2 2023$2,301,761
+222.9%
31,561
+218.0%
0.00%
-78.6%
Q1 2023$712,940
+26.1%
9,924
+15.4%
0.01%
+100.0%
Q4 2022$565,429
+111.8%
8,601
+80.8%
0.01%
+133.3%
Q3 2022$267,000
+27.1%
4,758
+67.1%
0.00%
+50.0%
Q1 2022$210,000
-62.7%
2,848
-59.7%
0.00%
-60.0%
Q4 2021$563,000
+152.5%
7,073
+148.3%
0.01%
+66.7%
Q3 2021$223,000
-10.4%
2,848
-9.6%
0.00%
-25.0%
Q2 2021$249,000
+4.2%
3,1520.0%0.00%0.0%
Q1 2021$239,000
+3.9%
3,1520.0%0.00%0.0%
Q4 2020$230,000
+15.0%
3,1520.0%0.00%0.0%
Q3 2020$200,000
-7.8%
3,1520.0%0.00%
-33.3%
Q4 2019$217,000
+7.4%
3,1520.0%0.01%0.0%
Q3 2019$202,0003,1520.01%
Other shareholders
ISHARES TR shareholders Q2 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