TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 500 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$290,935
+10.9%
3,693
+12.5%
0.71%
+2.3%
Q1 2024$262,345
+5.8%
3,2830.0%0.70%
-0.4%
Q4 2023$247,998
-62.2%
3,283
-65.4%
0.70%
+40.2%
Q3 2023$656,887
-7.7%
9,502
-2.6%
0.50%
+228.9%
Q2 2023$711,447
+9.8%
9,755
+8.2%
0.15%
+23.6%
Q1 2023$647,688
+20.4%
9,016
+10.2%
0.12%
+12.8%
Q4 2022$537,734
-1.0%
8,180
-15.5%
0.11%
-5.2%
Q3 2022$543,000
+44.0%
9,679
+60.8%
0.12%
+43.8%
Q2 2022$377,000
-3.6%
6,021
+13.5%
0.08%
+12.7%
Q1 2022$391,000
-41.5%
5,307
-36.9%
0.07%
-46.6%
Q4 2021$668,0008,4130.13%
Other shareholders
ISHARES TR shareholders Q2 2022
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