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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $322,000 | -7.2% | 4,371 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $347,000 | +1.2% | 4,371 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $343,000 | -33.8% | 4,371 | -33.3% | 0.01% | -30.0% |
| Q2 2021 | $518,000 | +4.0% | 6,558 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $498,000 | -4.0% | 6,558 | -7.7% | 0.01% | -16.7% |
| Q4 2020 | $519,000 | +95.1% | 7,107 | +69.8% | 0.01% | +71.4% |
| Q3 2020 | $266,000 | +4.7% | 4,185 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $254,000 | -20.9% | 4,185 | -10.4% | 0.01% | -12.5% |
| Q4 2019 | $321,000 | +11.8% | 4,670 | +4.4% | 0.01% | -11.1% |
| Q3 2019 | $287,000 | -0.3% | 4,472 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $288,000 | +1.8% | 4,472 | 0.0% | 0.01% | -25.0% |
| Q1 2019 | $283,000 | -5.7% | 4,472 | -1.4% | 0.01% | -20.0% |
| Q3 2018 | $300,000 | – | 4,537 | – | 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% |