NEW ENGLAND GUILD WEALTH ADVISORS, INC. - 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
NEW ENGLAND GUILD WEALTH ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$399
-99.9%
6,072
-27.3%
0.21%
-26.1%
Q3 2022$469,000
-15.3%
8,348
-5.4%
0.28%
-17.0%
Q2 2022$554,000
-13.6%
8,829
+1.5%
0.34%
+0.6%
Q1 2022$641,000
-23.3%
8,697
-17.3%
0.34%
-18.7%
Q4 2021$836,000
+12.8%
10,519
+11.2%
0.42%
+6.4%
Q3 2021$741,000
-0.8%
9,4560.0%0.39%
-3.0%
Q2 2021$747,000
-26.9%
9,456
-29.8%
0.40%
-29.6%
Q1 2021$1,022,000
+22.5%
13,463
+17.9%
0.58%
+16.2%
Q4 2020$834,00011,4160.50%
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