Wealth Advisory Solutions, 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
Wealth Advisory Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$4,938,493
+7.8%
50,6720.0%1.31%
+7.9%
Q1 2023$4,583,282
-53.3%
50,672
-56.2%
1.22%
-53.8%
Q4 2022$9,808,880
+6.7%
115,7390.0%2.63%
+3.7%
Q3 2022$9,191,000
+170.6%
115,739
+185.9%
2.54%
+203.8%
Q2 2022$3,396,000
-33.5%
40,481
-19.6%
0.84%
-21.3%
Q1 2022$5,106,00050,3771.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders