HB Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$832,018
-4.9%
12,036
+0.3%
0.01%
-7.1%
Q2 2023$875,346
+3.2%
12,003
+1.7%
0.01%
-6.7%
Q1 2023$848,205
-4.9%
11,807
-13.0%
0.02%
-6.2%
Q4 2022$892,148
+22.0%
13,571
+4.3%
0.02%0.0%
Q3 2022$731,000
-8.9%
13,017
+1.9%
0.02%0.0%
Q2 2022$802,000
-22.1%
12,772
-8.5%
0.02%
-15.8%
Q1 2022$1,029,000
-3.9%
13,960
+3.5%
0.02%
-13.6%
Q4 2021$1,071,00013,4820.02%
Other shareholders
ISHARES TR shareholders Q3 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