Summit Wealth Group, 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
Summit Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,182
-4.3%
17,098
+1.0%
1.06%
+111.0%
Q2 2023$1,235
+3330.6%
16,929
-99.3%
0.50%
-41.9%
Q1 2023$36
-98.5%
2,552,978
+6964.1%
0.86%
-65.7%
Q4 2022$2,376
-99.9%
36,140
+0.8%
2.51%
+5.7%
Q3 2022$2,012,000
+0.5%
35,850
+12.4%
2.37%
+0.3%
Q2 2022$2,002,000
-12.7%
31,902
+2.6%
2.36%
-1.5%
Q1 2022$2,292,000
+6.0%
31,092
+14.2%
2.40%
-2.6%
Q4 2021$2,163,000
+134.3%
27,226
+131.2%
2.46%
+68.8%
Q3 2021$923,000
+36.3%
11,777
+37.4%
1.46%
+45.3%
Q2 2021$677,000
+280.3%
8,572
+266.2%
1.00%
+250.2%
Q1 2021$178,0002,3410.29%
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