Golden State Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,614,000
-27.7%
15,930
-23.0%
0.32%
-17.7%
Q4 2021$2,233,000
+104.9%
20,691
+86.9%
0.38%
+62.0%
Q3 2021$1,090,000
+1.2%
11,071
+1.2%
0.24%0.0%
Q2 2021$1,077,000
+17.8%
10,940
+8.8%
0.24%
-21.3%
Q1 2021$914,000
-34.9%
10,058
-38.4%
0.30%
-26.0%
Q4 2020$1,405,000
+134.2%
16,337
+107.6%
0.41%
+102.5%
Q3 2020$600,000
-44.8%
7,869
-62.8%
0.20%
-28.0%
Q2 2020$1,086,000
+1911.1%
21,153
+2157.5%
0.28%
+1062.5%
Q1 2020$54,0009370.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders