Better Money Decisions, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 377 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Better Money Decisions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$34,000
-94.1%
537
-93.1%
0.03%
-94.6%
Q1 2022$575,000
-14.8%
7,796
-8.3%
0.54%
-5.1%
Q4 2021$675,000
-34.7%
8,501
-35.6%
0.57%
-33.3%
Q3 2021$1,034,000
+12.8%
13,197
+13.8%
0.85%
+3.9%
Q2 2021$917,000
+79.5%
11,601
+72.3%
0.82%
+55.6%
Q1 2021$511,0006,7320.53%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 338,787$23,420,35416.89%
Dunhill Financial, LLC 318,114$22,147,06813.97%
Forefront Analytics, LLC 344,925$23,844,84213.52%
High Note Wealth, LLC 239,807$16,577,8776.85%
Laurel Wealth Planning LLC 123,130$8,5126.62%
SPINNAKER TRUST 1,166,204$80,619,6836.07%
Financial Network Wealth Management LLC 163,350$11,1275.43%
Shira Ridge Wealth Management 100,446$6,943,8474.56%
Bond & Devick Financial Network, Inc. 101,025$6,983,8664.49%
Ellevest, Inc. 733,218$50,687,3573.90%
View complete list of ISHARES TR shareholders