RCS Financial Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
RCS Financial Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,662,571
-17.9%
17,628
-15.1%
1.27%
-24.0%
Q2 2023$2,024,750
-17.1%
20,775
-23.1%
1.67%
-22.9%
Q1 2023$2,442,150
-27.5%
27,000
-32.1%
2.17%
-33.8%
Q4 2022$3,370,16939,7663.27%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
West Wealth Group, LLC 418,747$35,488,81117.64%
Buttonwood Financial Group, LLC 221,480$18,770,53117.06%
IMPACTfolio, LLC 171,865$14,56613.50%
CLIENT 1ST ADVISORY GROUP, LLC 261,291$22,144,37612.94%
Clifford Group, LLC 120,012$10,171,00412.70%
Spectrum Planning & Advisory Services Inc. 105,946$8,978,94712.26%
Keystone Financial Services 247,083$22,296,75011.99%
Hobart Private Capital, LLC 208,329$17,655,88311.96%
Sharkey, Howes & Javer 614,136$52,048,05711.95%
Erickson Financial Group, LLC 125,174$10,608,49711.48%
View complete list of ISHARES TR shareholders