Revolve Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Revolve Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$385,801
-9.5%
5,581
-4.6%
0.09%
-11.0%
Q2 2023$426,501
+18.5%
5,848
+16.7%
0.10%
+8.7%
Q1 2023$359,944
+19.9%
5,010
+9.7%
0.09%
+7.0%
Q4 2022$300,3244,5680.09%
Other shareholders
ISHARES TR shareholders Q2 2023
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