ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 149 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $15,906,000 | +2.3% | 231,849 | -4.4% | 0.10% | -6.5% |
| Q3 2019 | $15,543,000 | +41.1% | 242,411 | +41.5% | 0.11% | +33.8% |
| Q2 2019 | $11,015,000 | +21.2% | 171,277 | +19.1% | 0.08% | +15.9% |
| Q1 2019 | $9,089,000 | +2749.2% | 143,863 | +2488.9% | 0.07% | +2200.0% |
| Q4 2018 | $319,000 | +62.8% | 5,557 | +87.6% | 0.00% | +50.0% |
| Q3 2018 | $196,000 | +13.3% | 2,962 | +15.4% | 0.00% | 0.0% |
| Q2 2018 | $173,000 | 0.0% | 2,566 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $173,000 | +158.2% | 2,566 | +156.6% | 0.00% | +100.0% |
| Q4 2017 | $67,000 | +139.3% | 1,000 | +137.0% | 0.00% | – |
| Q3 2017 | $28,000 | +3.7% | 422 | 0.0% | 0.00% | – |
| Q2 2017 | $27,000 | +8.0% | 422 | +2.4% | 0.00% | – |
| Q1 2017 | $25,000 | +47.1% | 412 | +32.1% | 0.00% | – |
| Q4 2016 | $17,000 | -5.6% | 312 | 0.0% | 0.00% | – |
| Q3 2016 | $18,000 | – | 312 | – | 0.00% | – |
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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% |