IAG Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$45,077
-26.1%
480
-23.3%
0.01%
-18.8%
Q2 2023$61,010
+7.7%
6260.0%0.02%0.0%
Q1 2023$56,622
+6.7%
6260.0%0.02%0.0%
Q4 2022$53,054
+6.1%
6260.0%0.02%
-5.9%
Q3 2022$50,000
-5.7%
6260.0%0.02%0.0%
Q2 2022$53,000
-41.1%
626
-29.6%
0.02%
-39.3%
Q1 2022$90,000
-6.2%
8890.0%0.03%
-9.7%
Q4 2021$96,0008890.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
West Wealth Group, LLC 418,747$35,488,81117.64%
Buttonwood Financial Group, LLC 221,480$18,770,53117.06%
IMPACTfolio, LLC 171,865$14,56613.50%
CLIENT 1ST ADVISORY GROUP, LLC 261,291$22,144,37612.94%
Clifford Group, LLC 120,012$10,171,00412.70%
Spectrum Planning & Advisory Services Inc. 105,946$8,978,94712.26%
Keystone Financial Services 247,083$22,296,75011.99%
Hobart Private Capital, LLC 208,329$17,655,88311.96%
Sharkey, Howes & Javer 614,136$52,048,05711.95%
Erickson Financial Group, LLC 125,174$10,608,49711.48%
View complete list of ISHARES TR shareholders