ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,606,858 | -5.2% | 23,244 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $1,695,185 | +1.5% | 23,244 | 0.0% | 0.06% | -4.7% |
| Q1 2023 | $1,669,849 | +9.3% | 23,244 | 0.0% | 0.06% | +4.9% |
| Q4 2022 | $1,528,061 | +17.1% | 23,244 | 0.0% | 0.06% | +8.9% |
| Q3 2022 | $1,304,686 | -10.6% | 23,244 | 0.0% | 0.06% | -3.4% |
| Q2 2022 | $1,458,793 | +85010.4% | 23,244 | 0.0% | 0.06% | +1.8% |
| Q1 2022 | $1,714 | -99.9% | 23,244 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $1,847,000 | +1.4% | 23,244 | 0.0% | 0.06% | -6.6% |
| Q3 2021 | $1,822,000 | +4.7% | 23,244 | +5.6% | 0.06% | +3.4% |
| Q2 2021 | $1,740,000 | +4.1% | 22,020 | 0.0% | 0.06% | -1.7% |
| Q1 2021 | $1,671,000 | +4.8% | 22,020 | +0.9% | 0.06% | 0.0% |
| Q4 2020 | $1,594,000 | +15.4% | 21,830 | +0.4% | 0.06% | +5.3% |
| Q3 2020 | $1,381,000 | +4.8% | 21,750 | 0.0% | 0.06% | -6.6% |
| Q2 2020 | $1,318,000 | +9.6% | 21,750 | -3.9% | 0.06% | -7.6% |
| Q1 2020 | $1,203,000 | -46.6% | 22,630 | -30.9% | 0.07% | -30.5% |
| Q4 2019 | $2,251,000 | +7.6% | 32,750 | +0.4% | 0.10% | -1.0% |
| Q3 2019 | $2,092,000 | +5.5% | 32,630 | +5.8% | 0.10% | +5.5% |
| Q2 2019 | $1,983,000 | -1.3% | 30,850 | -3.0% | 0.09% | -3.2% |
| Q1 2019 | $2,009,000 | +28.8% | 31,800 | +16.9% | 0.09% | +13.3% |
| Q4 2018 | $1,560,000 | -0.1% | 27,200 | +15.3% | 0.08% | +16.9% |
| Q3 2018 | $1,562,000 | +6.2% | 23,600 | +4.4% | 0.07% | -2.7% |
| Q2 2018 | $1,471,000 | – | 22,600 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ellevest, Inc. | 320,976 | $7,667,000 | 3.65% |
| Private Ocean, LLC | 127,466 | $8,053,000 | 2.19% |
| Windsor Capital Management, LLC | 54,047 | $3,414,000 | 1.61% |
| BSW Wealth Partners | 57,869 | $3,656,000 | 1.45% |
| Financial Advisors, LLC | 30,852 | $1,949,000 | 1.33% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,403 | $341,000 | 1.20% |
| Highland Private Wealth Management | 120,220 | $7,596,000 | 1.19% |
| NOTTINGHAM ADVISORS, INC. | 117,149 | $7,401,000 | 1.08% |
| C-J Advisory, Inc. | 22,978 | $1,470,000 | 0.96% |
| Global Trust Asset Management, LLC | 14,440 | $912,000 | 0.68% |