Virtus Family Office LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Virtus Family Office LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$683,834
-1.4%
9,892
+4.1%
1.24%
-3.3%
Q2 2023$693,200
-16.7%
9,505
-18.0%
1.28%
-21.8%
Q1 2023$832,626
+9.3%
11,5900.0%1.64%
-3.4%
Q4 2022$761,927
-30.6%
11,590
-40.8%
1.70%
-39.4%
Q3 2022$1,098,00019,5672.81%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 338,787$23,420,35416.89%
Dunhill Financial, LLC 318,114$22,147,06813.97%
Forefront Analytics, LLC 344,925$23,844,84213.52%
High Note Wealth, LLC 239,807$16,577,8776.85%
Laurel Wealth Planning LLC 123,130$8,5126.62%
SPINNAKER TRUST 1,166,204$80,619,6836.07%
Financial Network Wealth Management LLC 163,350$11,1275.43%
Shira Ridge Wealth Management 100,446$6,943,8474.56%
Bond & Devick Financial Network, Inc. 101,025$6,983,8664.49%
Ellevest, Inc. 733,218$50,687,3573.90%
View complete list of ISHARES TR shareholders