ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 537 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,801 | -15.7% | 3,816 | -11.1% | 0.01% | -9.1% |
| Q2 2023 | $312,943 | -8.7% | 4,291 | -10.0% | 0.01% | -15.4% |
| Q1 2023 | $342,605 | -49.9% | 4,769 | -54.2% | 0.01% | -51.9% |
| Q4 2022 | $683,959 | +14.6% | 10,404 | -2.2% | 0.03% | +3.8% |
| Q3 2022 | $597,000 | -14.0% | 10,633 | -3.9% | 0.03% | -13.3% |
| Q2 2022 | $694,000 | +65.6% | 11,065 | +94.6% | 0.03% | +87.5% |
| Q1 2022 | $419,000 | -1.6% | 5,687 | +6.1% | 0.02% | +6.7% |
| Q4 2021 | $426,000 | +1.4% | 5,360 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $420,000 | – | 5,360 | – | 0.02% | – |
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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% |