Round Rock Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Round Rock Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$210,224
-5.2%
3,0410.0%0.08%0.0%
Q2 2023$221,780
+1.5%
3,0410.0%0.08%
-4.8%
Q1 2023$218,465
+8.2%
3,041
+10.9%
0.08%
+2.4%
Q1 2022$202,0002,7410.08%
Other shareholders
ISHARES TR shareholders Q4 2023
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