Laurel Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,512
-3.7%
123,130
+1.6%
6.62%
+5.0%
Q2 2023$8,837
-7.0%
121,170
-8.4%
6.31%
+0.3%
Q1 2023$9,502
-99.9%
132,270
+9.8%
6.29%
+23.2%
Q4 2022$7,919,303
+31.0%
120,464
+11.9%
5.11%
+14.8%
Q3 2022$6,043,000
-6.8%
107,662
+4.2%
4.45%
-2.5%
Q2 2022$6,485,000
-11.1%
103,327
+4.4%
4.56%
-7.4%
Q1 2022$7,296,000
+65.5%
98,953
+78.4%
4.92%
+47.5%
Q4 2021$4,408,000
-9.5%
55,476
-10.7%
3.34%
-15.1%
Q3 2021$4,871,000
+16.6%
62,142
+17.6%
3.93%
+8.0%
Q2 2021$4,176,000
+17.9%
52,840
+13.2%
3.64%
+12.3%
Q1 2021$3,542,000
-3.7%
46,662
-7.4%
3.24%
-9.7%
Q4 2020$3,679,00050,3743.59%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 305,519$20,08518.62%
SWISS RE LTD 673,000$44,243,0208.10%
High Note Wealth, LLC 243,832$16,029,5086.71%
SPINNAKER TRUST 1,167,381$76,7445.98%
Financial Network Wealth Management LLC 165,774$10,897,9835.90%
Laurel Wealth Planning LLC 120,464$7,919,3035.11%
Bond & Devick Financial Network, Inc. 104,927$6,897,8804.92%
Shira Ridge Wealth Management 97,498$6,409,5074.41%
Ellevest, Inc. 672,311$44,197,7073.72%
Windsor Capital Management, LLC 145,169$9,543,4403.48%
View complete list of ISHARES TR shareholders