LWS Wealth Advisors, Inc. - 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
LWS Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$230,000
-5.3%
3,3320.0%0.10%
-1.0%
Q2 2023$243,000
+2.1%
3,332
+0.8%
0.10%
+4.1%
Q1 2023$238,000
+11.2%
3,307
+14.1%
0.10%
+7.7%
Q1 2022$214,0002,8990.09%
Other shareholders
ISHARES TR shareholders Q1 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