Latitude Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Latitude Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$2,295,000
+32.8%
22,646
+41.4%
0.52%
+7.0%
Q4 2021$1,728,000
+22.6%
16,015
+11.9%
0.48%
+8.3%
Q3 2021$1,409,000
+192.9%
14,310
+192.7%
0.45%
+24.9%
Q2 2021$481,0004,8890.36%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CWM, LLC 6,499,365$639,992,0005.10%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 10,816$672,0002.37%
RETIREMENT CAPITAL STRATEGIES 33,567$2,086,0001.06%
Private Ocean, LLC 55,569$3,453,0000.94%
Valtinson Bruner Financial Planning LLC 4,808$299,0000.26%
Bigelow Investment Advisors, LLC 4,786$297,0000.21%
GOULD ASSET MANAGEMENT LLC /CA/ 6,685$415,0000.16%
NOTTINGHAM ADVISORS, INC. 16,312$1,014,0000.15%
FLPUTNAM INVESTMENT MANAGEMENT CO 53,424$3,320,0000.14%
FCG ADVISORS, LLC 6,016$374,0000.12%
View complete list of ISHARES TR shareholders