VERITY Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
VERITY Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$554,086
+9.3%
7,3350.0%0.48%
-0.2%
Q3 2023$507,069
+2.7%
7,335
+8.4%
0.48%
+7.7%
Q2 2023$493,517
+17.1%
6,767
+15.4%
0.44%
+13.3%
Q1 2023$421,342
+9.3%
5,8650.0%0.39%
+3.4%
Q4 2022$385,565
+17.2%
5,8650.0%0.38%
+12.2%
Q3 2022$329,000
+17.1%
5,865
+30.9%
0.34%
+23.4%
Q2 2022$281,000
-14.8%
4,4820.0%0.27%
-6.5%
Q1 2022$330,000
-7.3%
4,4820.0%0.29%
-1.4%
Q4 2021$356,000
+19.5%
4,482
+17.7%
0.30%
+11.3%
Q3 2021$298,0003,8070.27%
Other shareholders
ISHARES TR shareholders Q4 2021
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