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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,204 | -1.8% | 133,144 | +3.6% | 0.03% | -3.4% |
| Q2 2023 | $9,377 | +9.5% | 128,576 | +7.9% | 0.03% | 0.0% |
| Q1 2023 | $8,564 | +14.3% | 119,203 | +4.6% | 0.03% | +3.6% |
| Q4 2022 | $7,491 | -99.9% | 113,955 | +0.6% | 0.03% | +3.7% |
| Q3 2022 | $6,359,000 | +4.8% | 113,291 | +17.1% | 0.03% | 0.0% |
| Q2 2022 | $6,070,000 | -16.4% | 96,710 | -1.8% | 0.03% | -3.6% |
| Q1 2022 | $7,258,000 | -1.2% | 98,438 | +6.5% | 0.03% | 0.0% |
| Q4 2021 | $7,344,000 | +6.3% | 92,428 | +4.9% | 0.03% | 0.0% |
| Q3 2021 | $6,909,000 | +19.7% | 88,148 | +20.7% | 0.03% | +3.7% |
| Q2 2021 | $5,773,000 | +37.9% | 73,052 | +32.5% | 0.03% | +22.7% |
| Q1 2021 | $4,185,000 | +10.4% | 55,142 | +6.3% | 0.02% | 0.0% |
| Q4 2020 | $3,790,000 | -27.4% | 51,888 | -36.9% | 0.02% | -33.3% |
| Q3 2020 | $5,218,000 | +6.9% | 82,198 | +2.1% | 0.03% | +3.1% |
| Q2 2020 | $4,879,000 | +21.6% | 80,530 | +6.7% | 0.03% | -3.0% |
| Q1 2020 | $4,013,000 | -16.0% | 75,488 | +8.5% | 0.03% | -2.9% |
| Q4 2019 | $4,780,000 | +22.9% | 69,543 | +14.6% | 0.03% | +9.7% |
| Q3 2019 | $3,889,000 | +12.6% | 60,659 | +12.9% | 0.03% | +10.7% |
| Q2 2019 | $3,455,000 | -4.4% | 53,731 | -6.1% | 0.03% | -12.5% |
| Q1 2019 | $3,615,000 | -43.4% | 57,214 | -48.6% | 0.03% | 0.0% |
| Q4 2018 | $6,384,000 | – | 111,284 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ellevest, Inc. | 167,337 | $10,730,000 | 3.76% |
| Private Ocean, LLC | 157,326 | $10,088,000 | 2.50% |
| Highland Private Wealth Management | 251,360 | $16,118,000 | 2.25% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 488,582 | $31,328,000 | 2.20% |
| Windsor Capital Management, LLC | 60,687 | $3,891,000 | 1.74% |
| BSW Wealth Partners | 56,353 | $3,613,000 | 1.39% |
| Financial Advisors, LLC | 32,062 | $2,056,000 | 1.26% |
| C-J Advisory, Inc. | 27,285 | $1,750,000 | 1.10% |
| NOTTINGHAM ADVISORS, INC. | 118,209 | $7,580,000 | 1.00% |
| Financial Insights, Inc. | 15,781 | $1,012,000 | 0.97% |