Brewster Financial Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 701 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Brewster Financial Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$643,971
+3.8%
5,3970.0%0.54%
+1.5%
Q1 2024$620,440
+8.6%
5,397
-0.8%
0.53%
+3.3%
Q4 2023$571,080
+5.6%
5,443
-5.5%
0.52%
-4.6%
Q3 2023$540,922
-6.5%
5,760
-3.0%
0.54%
-3.0%
Q2 2023$578,8155,9390.56%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 436,105$34,631,00026.21%
Buttonwood Financial Group, LLC 257,967$20,483,00021.29%
West Wealth Group, LLC 482,120$38,285,00019.41%
Erickson Financial Group, LLC 162,219$12,882,00014.32%
Sharkey, Howes & Javer 814,443$64,675,00014.10%
CLIENT 1ST ADVISORY GROUP, LLC 270,967$21,517,00013.38%
IMPACTfolio, LLC 168,252$13,361,00013.04%
Keystone Financial Services 265,061$22,379,00013.00%
Pettinga Financial Advisors LLC 470,907$37,395,00012.85%
Tri-Star Advisors Inc. 308,377$24,868,00012.65%
View complete list of ISHARES TR shareholders