Bell Investment Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bell Investment Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$563,569
-9.7%
8,152
-4.7%
0.13%
-8.7%
Q2 2023$623,910
+9.2%
8,555
+7.6%
0.14%
+3.0%
Q1 2023$571,290
+18.5%
7,952
+8.5%
0.13%
+11.7%
Q4 2022$481,956
+24.9%
7,331
+6.5%
0.12%0.0%
Q3 2022$386,000
+29.5%
6,882
+45.2%
0.12%
+31.9%
Q2 2022$298,000
-8.6%
4,741
+15.5%
0.09%
+2.2%
Q4 2021$326,000
+61.4%
4,105
+59.2%
0.09%
+48.3%
Q3 2021$202,0002,5780.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders