Austin Private Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Austin Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$463,309
-32.3%
6,702
-28.5%
0.07%
-32.3%
Q2 2023$683,865
+6.4%
9,377
+4.8%
0.10%
-3.9%
Q1 2023$642,537
+17.2%
8,944
+7.3%
0.10%
+7.3%
Q4 2022$548,206
+17.1%
8,339
-0.0%
0.10%
-2.0%
Q3 2022$468,000
-10.0%
8,341
+0.6%
0.10%
-14.8%
Q2 2022$520,000
+4.4%
8,289
+22.8%
0.12%
+16.2%
Q1 2022$498,000
-47.1%
6,749
-43.0%
0.10%
-47.3%
Q4 2021$941,000
+22.7%
11,840
+21.0%
0.19%
+16.0%
Q3 2021$767,000
+76.7%
9,784
+78.2%
0.16%
+62.0%
Q2 2021$434,000
+15.1%
5,492
+10.6%
0.10%
+1.0%
Q1 2021$377,000
-12.9%
4,966
-27.2%
0.10%
-38.9%
Q3 2020$433,0006,8230.16%
Other shareholders
ISHARES TR shareholders Q3 2022
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