M. Kulyk & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
M. Kulyk & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$317,000
+5.7%
2,942
-3.3%
0.08%
-14.6%
Q3 2021$300,000
-3.2%
3,043
-3.4%
0.10%
-14.3%
Q2 2021$310,000
-81.0%
3,151
-82.4%
0.11%
-81.6%
Q1 2021$1,628,000
+19.9%
17,917
+13.5%
0.61%
-19.3%
Q4 2020$1,358,00015,7880.75%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Goodwin Investment Advisory 266,691$22,949,00028.08%
Sharkey, Howes & Javer 646,600$55,627,00018.57%
BHF RG Capital Inc. 279,556$24,050,00018.14%
ONE Advisory Partners, LLC 274,081$23,579,00016.15%
CLIENT 1ST ADVISORY GROUP, LLC 262,068$22,708,00014.74%
FIRETHORN WEALTH PARTNERS, LLC 121,045$10,414,00011.25%
55I, LLC 1,748,678$150,439,00011.22%
VIVID FINANCIAL MANAGEMENT, INC. 263,385$22,659,00010.93%
PAX Financial Group, LLC 396,046$34,072,00010.66%
Stone House Investment Management, LLC 239,258$20,583,00010.37%
View complete list of ISHARES TR shareholders