Ellis Investment Partners, 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
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$35,000
-10.3%
630
+0.5%
0.01%0.0%
Q2 2022$39,000
-11.4%
627
+3.0%
0.01%0.0%
Q1 2022$44,000
-8.3%
6090.0%0.01%
-9.1%
Q4 2021$48,000
+2.1%
609
+0.5%
0.01%
-8.3%
Q3 2021$47,0000.0%6060.0%0.01%0.0%
Q2 2021$47,0000.0%606
-1.3%
0.01%
-7.7%
Q1 2021$47,000
+4.4%
6140.0%0.01%
-7.1%
Q4 2020$45,000
+18.4%
614
+0.3%
0.01%
+7.7%
Q3 2020$38,000
+2.7%
6120.0%0.01%
-7.1%
Q2 2020$37,000
+236.4%
612
+176.9%
0.01%
+180.0%
Q1 2020$11,000
-64.5%
221
-52.0%
0.01%
-50.0%
Q4 2019$31,000
+6.9%
460
+0.4%
0.01%
-9.1%
Q3 2019$29,0000.0%4580.0%0.01%0.0%
Q2 2019$29,0004580.01%
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