PDS Planning, Inc - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$326,025
-5.2%
4,7160.0%0.04%
-4.5%
Q2 2023$343,946
+18.5%
4,716
+16.7%
0.04%
+10.0%
Q1 2023$290,317
+7.0%
4,041
-2.1%
0.04%
-7.0%
Q4 2022$271,253
+17.4%
4,126
+0.5%
0.04%
+2.4%
Q3 2022$231,000
-20.9%
4,107
-11.8%
0.04%
-20.8%
Q2 2022$292,000
-15.4%
4,658
-0.4%
0.05%
-13.1%
Q1 2022$345,000
-11.1%
4,676
-4.2%
0.06%
-17.6%
Q4 2021$388,000
+0.5%
4,882
-1.0%
0.07%
-16.9%
Q3 2021$386,000
-1.3%
4,929
-0.5%
0.09%
-6.3%
Q2 2021$391,000
+4.5%
4,952
+0.4%
0.10%
-12.8%
Q1 2021$374,000
+3.9%
4,9330.0%0.11%
-12.1%
Q4 2020$360,000
+10.4%
4,933
-3.9%
0.12%
-6.8%
Q3 2020$326,000
+4.8%
5,1330.0%0.13%
-5.7%
Q2 2020$311,000
+11.9%
5,133
-1.7%
0.14%
-20.3%
Q1 2020$278,000
-22.6%
5,221
+0.1%
0.18%
-22.0%
Q4 2019$359,000
+8.1%
5,217
+0.7%
0.23%
-1.3%
Q3 2019$332,000
-0.3%
5,1810.0%0.23%
-7.3%
Q2 2019$333,000
+30.1%
5,181
+28.1%
0.25%
+24.6%
Q1 2019$256,000
+10.3%
4,0440.0%0.20%0.0%
Q4 2018$232,000
+13.7%
4,044
+31.0%
0.20%
+13.7%
Q3 2018$204,0003,0860.18%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders