Levy Wealth Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 500 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
Levy Wealth Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,552,988
+0.5%
19,713
-3.6%
0.40%
-8.3%
Q1 2024$1,545,4110.0%20,4580.0%0.43%0.0%
Q4 2023$1,545,411
+13.4%
20,458
+3.7%
0.43%
+2.6%
Q3 2023$1,363,351
-1.5%
19,722
+3.9%
0.42%
+3.2%
Q2 2023$1,384,033
+10.9%
18,978
+9.2%
0.41%
+6.5%
Q1 2023$1,248,249
+24.1%
17,375
+13.5%
0.38%
+14.2%
Q4 2022$1,006,243
+17.6%
15,306
+0.4%
0.34%
-8.7%
Q3 2022$856,000
+5.3%
15,247
+17.8%
0.37%
-0.8%
Q2 2022$813,000
+37.8%
12,947
+61.9%
0.37%
+51.8%
Q1 2022$590,000
+18.7%
7,998
+27.9%
0.24%
+8.4%
Q4 2021$497,000
+13.5%
6,253
+11.9%
0.23%
-5.8%
Q3 2021$438,000
+24.4%
5,586
+25.5%
0.24%
+18.8%
Q2 2021$352,000
+45.5%
4,451
+39.8%
0.20%
+27.0%
Q1 2021$242,000
+3.9%
3,183
-0.1%
0.16%
-3.6%
Q4 2020$233,0003,1850.16%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 171,964$13,664,00011.97%
High Note Wealth, LLC 289,740$23,022,0007.77%
Parcion Private Wealth LLC 828,088$66,007,0005.96%
SPINNAKER TRUST 1,147,209$91,157,0005.84%
Bond & Devick Financial Network, Inc. 89,630$7,122,0005.34%
Financial Network Wealth Management LLC 112,016$8,901,0004.51%
Tillar-Wenstrup Advisors, LLC 104,443$8,299,0003.91%
Ellevest, Inc. 512,358$40,772,0003.63%
Highland Private Wealth Management 345,340$27,441,0003.48%
RVW Wealth, LLC 382,097$30,361,0003.39%
View complete list of ISHARES TR shareholders