Schrum Private Wealth Management 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
Schrum Private Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$336,000
-5.4%
4,2300.0%0.42%
+5.7%
Q2 2022$355,000
-45.9%
4,230
-39.1%
0.40%
-39.2%
Q1 2022$656,000
-15.8%
6,942
-3.7%
0.66%
-7.2%
Q4 2021$779,0007,2070.71%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 324,662$35,024,00026.21%
Sharkey, Howes & Javer 790,707$85,317,00019.27%
ONE Advisory Partners, LLC 286,148$30,875,00017.58%
West Wealth Group, LLC 418,309$45,135,00016.98%
Keystone Financial Services 301,094$32,488,00016.67%
Erickson Financial Group, LLC 151,030$16,296,00014.04%
High Falls Advisors, Inc 493,373$53,235,00013.59%
CLIENT 1ST ADVISORY GROUP, LLC 255,515$27,570,00013.46%
Tri-Star Advisors Inc. 295,929$31,463,00013.19%
Crown Wealth Group, LLC 128,876$13,906,00012.91%
View complete list of ISHARES TR shareholders