Bradley & Co. Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$130,000
+11.1%
1,320
+11.1%
0.11%
+9.8%
Q2 2021$117,000
+8.3%
1,1880.0%0.10%
+2.0%
Q1 2021$108,0001,1880.10%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Goodwin Investment Advisory 426,341$35,770,034,00027.56%
Buttonwood Financial Group, LLC 296,656$24,895,00024.36%
West Wealth Group, LLC 493,948$41,442,00019.20%
Sharkey, Howes & Javer 813,640$68,264,00016.53%
Erickson Financial Group, LLC 168,059$14,100,00015.11%
Keystone Financial Services 304,567$27,734,00015.08%
ONE Advisory Partners, LLC 242,768$20,368,00013.49%
CLIENT 1ST ADVISORY GROUP, LLC 267,856$22,473,00013.37%
IMPACTfolio, LLC 166,432$13,964,00013.16%
High Falls Advisors, Inc 494,490$41,488,00012.89%
View complete list of ISHARES TR shareholders