WT Wealth Management - 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
WT Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$457,502
+55.1%
6,618
+63.6%
0.20%
+60.7%
Q2 2023$294,929
-1.9%
4,044
-3.4%
0.12%
-6.2%
Q1 2023$300,722
-2.0%
4,186
-10.3%
0.13%
-12.8%
Q4 2022$306,743
-21.7%
4,666
-33.2%
0.15%
-24.4%
Q3 2022$392,000
-28.5%
6,983
-20.0%
0.20%
-27.3%
Q2 2022$548,000
-7.6%
8,729
+8.6%
0.27%
+18.9%
Q1 2022$593,000
-2.3%
8,041
+5.4%
0.23%
+2.2%
Q4 2021$607,000
+25.7%
7,628
+23.7%
0.22%
+19.9%
Q3 2021$483,000
+44.2%
6,167
+45.3%
0.19%
+36.8%
Q2 2021$335,000
+20.1%
4,244
+15.3%
0.14%
+5.4%
Q1 2021$279,0003,6810.13%
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