Brewster Financial Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Brewster Financial Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$467,181
-6.2%
6,758
-1.1%
0.47%
-2.7%
Q2 2023$498,1126,8300.48%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Ellevest, Inc. 320,976$7,667,0003.65%
Private Ocean, LLC 127,466$8,053,0002.19%
Windsor Capital Management, LLC 54,047$3,414,0001.61%
BSW Wealth Partners 57,869$3,656,0001.45%
Financial Advisors, LLC 30,852$1,949,0001.33%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,403$341,0001.20%
Highland Private Wealth Management 120,220$7,596,0001.19%
NOTTINGHAM ADVISORS, INC. 117,149$7,401,0001.08%
C-J Advisory, Inc. 22,978$1,470,0000.96%
Global Trust Asset Management, LLC 14,440$912,0000.68%
View complete list of ISHARES TR shareholders