REGIMEN WEALTH, 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
REGIMEN WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$537,983
-55.1%
5,729
-53.4%
0.22%
-55.5%
Q2 2023$1,198,582
-63.3%
12,298
-66.2%
0.50%
-64.9%
Q1 2023$3,268,957
+6.4%
36,373
+0.1%
1.42%
-31.3%
Q4 2022$3,073,00036,3212.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CWM, LLC 6,499,365$639,992,0005.10%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 10,816$672,0002.37%
RETIREMENT CAPITAL STRATEGIES 33,567$2,086,0001.06%
Private Ocean, LLC 55,569$3,453,0000.94%
Valtinson Bruner Financial Planning LLC 4,808$299,0000.26%
Bigelow Investment Advisors, LLC 4,786$297,0000.21%
GOULD ASSET MANAGEMENT LLC /CA/ 6,685$415,0000.16%
NOTTINGHAM ADVISORS, INC. 16,312$1,014,0000.15%
FLPUTNAM INVESTMENT MANAGEMENT CO 53,424$3,320,0000.14%
FCG ADVISORS, LLC 6,016$374,0000.12%
View complete list of ISHARES TR shareholders