ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $894,692 | -5.2% | 12,942 | 0.0% | 0.03% | -3.3% |
| Q2 2023 | $943,873 | +1.5% | 12,942 | 0.0% | 0.03% | -3.2% |
| Q1 2023 | $929,766 | +4.8% | 12,942 | -4.1% | 0.03% | -3.1% |
| Q4 2022 | $887,369 | -27.4% | 13,498 | -30.7% | 0.03% | +28.0% |
| Q2 2022 | $1,222,000 | +71.1% | 19,474 | +101.2% | 0.02% | 0.0% |
| Q1 2022 | $714,000 | -4.7% | 9,678 | +2.6% | 0.02% | +4.2% |
| Q4 2021 | $749,000 | +2.0% | 9,432 | +0.7% | 0.02% | -33.3% |
| Q3 2021 | $734,000 | -0.8% | 9,367 | +0.0% | 0.04% | +20.0% |
| Q2 2021 | $740,000 | – | 9,366 | – | 0.03% | – |
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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% |