Clear Perspectives Financial Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$58,000
-73.6%
780
-71.9%
0.02%
-75.3%
Q4 2021$220,000
+1.4%
2,7740.0%0.09%
-9.2%
Q3 2021$217,000
-0.9%
2,7740.0%0.10%
-7.5%
Q2 2021$219,000
+49.0%
2,774
+43.1%
0.11%
+24.7%
Q1 2021$147,000
+19.5%
1,938
+14.8%
0.08%
+9.0%
Q4 2020$123,0001,6880.08%
Other shareholders
ISHARES TR shareholders Q2 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