ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572,120 | +0.9% | 8,276 | +6.5% | 0.03% | 0.0% |
| Q2 2023 | $566,885 | -8.3% | 7,773 | -9.7% | 0.03% | -10.3% |
| Q1 2023 | $618,111 | +88836.8% | 8,604 | -18.6% | 0.03% | -6.5% |
| Q4 2022 | $695 | -99.9% | 10,571 | +3.3% | 0.03% | +14.8% |
| Q3 2022 | $574,000 | +17.6% | 10,235 | +31.6% | 0.03% | +28.6% |
| Q2 2022 | $488,000 | -71.0% | 7,780 | -65.9% | 0.02% | -64.4% |
| Q1 2022 | $1,684,000 | -8.4% | 22,840 | -1.3% | 0.06% | 0.0% |
| Q4 2021 | $1,839,000 | +12.1% | 23,144 | +10.6% | 0.06% | +78.8% |
| Q3 2021 | $1,641,000 | +159.2% | 20,935 | +161.3% | 0.03% | +37.5% |
| Q2 2021 | $633,000 | -40.3% | 8,011 | -42.7% | 0.02% | -44.2% |
| Q1 2021 | $1,061,000 | – | 13,976 | – | 0.04% | – |
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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% |