Baldrige Asset Management 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
Baldrige Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$595
+11.8%
8,286
+2.3%
0.24%
+3.0%
Q4 2022$532
-99.9%
8,096
-9.4%
0.24%
-0.8%
Q3 2022$502,000
-7.2%
8,939
+3.6%
0.24%
-3.6%
Q2 2022$541,000
+131.2%
8,625
+171.7%
0.25%
+158.3%
Q1 2022$234,000
-37.1%
3,175
-32.2%
0.10%
-33.8%
Q4 2021$372,000
+27.0%
4,683
+25.4%
0.14%
+18.9%
Q3 2021$293,000
+60.1%
3,734
+61.2%
0.12%
+54.4%
Q2 2021$183,0002,3160.08%
Other shareholders
ISHARES TR shareholders Q1 2022
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