COOK WEALTH MANAGEMENT GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
COOK WEALTH MANAGEMENT GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$343,316
+63.4%
3,799
+80.2%
0.26%
+62.3%
Q2 2023$210,104
-0.9%
2,108
-8.4%
0.16%
-25.7%
Q2 2022$212,000
-1.9%
2,302
+7.6%
0.22%
-1.8%
Q4 2021$216,0002,1400.22%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 266,691$22,949,00028.08%
Sharkey, Howes & Javer 646,600$55,627,00018.57%
BHF RG Capital Inc. 279,556$24,050,00018.14%
ONE Advisory Partners, LLC 274,081$23,579,00016.15%
CLIENT 1ST ADVISORY GROUP, LLC 262,068$22,708,00014.74%
FIRETHORN WEALTH PARTNERS, LLC 121,045$10,414,00011.25%
55I, LLC 1,748,678$150,439,00011.22%
VIVID FINANCIAL MANAGEMENT, INC. 263,385$22,659,00010.93%
PAX Financial Group, LLC 396,046$34,072,00010.66%
Stone House Investment Management, LLC 239,258$20,583,00010.37%
View complete list of ISHARES TR shareholders