Horizons Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 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
Horizons Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$243,087
+8.6%
3,218
-0.6%
0.16%
-2.5%
Q3 2023$223,924
-4.8%
3,239
-0.2%
0.16%
-2.4%
Q2 2023$235,287
-1.7%
3,244
-2.6%
0.17%
-5.1%
Q1 2023$239,312
+109676.1%
3,331
+0.9%
0.18%
+1.1%
Q4 2022$218
-99.9%
3,302
-7.0%
0.17%
-4.9%
Q3 2022$199,000
-15.3%
3,552
-0.3%
0.18%
-4.7%
Q2 2022$235,0003,5620.19%
Other shareholders
ISHARES TR shareholders Q2 2022
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