Level Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Level Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$424,191
-16.5%
4,517
-13.3%
0.24%
-16.5%
Q2 2023$507,767
+7.8%
5,2100.0%0.28%
+0.4%
Q1 2023$471,245
+6.6%
5,2100.0%0.28%
-2.4%
Q4 2022$442,000
+6.8%
5,2100.0%0.29%
-5.2%
Q3 2022$414,000
-5.3%
5,2100.0%0.31%
-5.0%
Q2 2022$437,000
-17.2%
5,2100.0%0.32%
-20.9%
Q1 2022$528,000
-6.0%
5,2100.0%0.41%
-5.1%
Q4 2021$562,0005,2100.43%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 303,485$29,862,00029.01%
Mizuho Bank, Ltd. 2,000,000$196,920,00019.74%
Sharkey, Howes & Javer 704,287$69,344,00017.92%
ONE Advisory Partners, LLC 281,862$27,752,00017.22%
JB Capital LLC 1,066,048$104,963,00013.58%
High Falls Advisors, Inc 481,971$47,455,00012.89%
CLIENT 1ST ADVISORY GROUP, LLC 256,433$25,248,00012.89%
Tri-Star Advisors Inc. 280,510$28,545,00012.54%
SWMG, LLC 212,075$20,881,00012.12%
Pettinga Financial Advisors LLC 458,570$45,151,00011.52%
View complete list of ISHARES TR shareholders