Farther Finance Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Farther Finance Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,047,280
-14.5%
75,043
-11.3%
1.11%
-38.6%
Q2 2023$8,244,171
+19.9%
84,590
+11.2%
1.80%
-10.5%
Q1 2023$6,878,311
-28.2%
76,045
-32.7%
2.01%
-45.8%
Q4 2022$9,579,687113,0353.71%
Other shareholders
ISHARES TR shareholders Q4 2022
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