ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,537,234 | -13.5% | 36,702 | -8.7% | 0.00% | 0.0% |
| Q2 2023 | $2,932,104 | +4.5% | 40,204 | +2.9% | 0.00% | 0.0% |
| Q1 2023 | $2,806,169 | -31.1% | 39,061 | -37.0% | 0.00% | -50.0% |
| Q4 2022 | $4,073,276 | -21.7% | 61,960 | -33.2% | 0.00% | -20.0% |
| Q3 2022 | $5,203,000 | -9.6% | 92,699 | +1.1% | 0.01% | -16.7% |
| Q2 2022 | $5,755,000 | -14.0% | 91,695 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $6,688,000 | -30.5% | 90,712 | -25.1% | 0.01% | -25.0% |
| Q4 2021 | $9,627,000 | +41.3% | 121,157 | +39.4% | 0.01% | +33.3% |
| Q3 2021 | $6,814,000 | -0.7% | 86,934 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $6,859,000 | -0.7% | 86,787 | -4.6% | 0.01% | -14.3% |
| Q1 2021 | $6,907,000 | +117.2% | 91,000 | +109.0% | 0.01% | +133.3% |
| Q4 2020 | $3,180,000 | +30.1% | 43,537 | +13.1% | 0.00% | 0.0% |
| Q3 2020 | $2,444,000 | +7.7% | 38,497 | +2.7% | 0.00% | 0.0% |
| Q2 2020 | $2,270,000 | +6.5% | 37,474 | -6.6% | 0.00% | 0.0% |
| Q1 2020 | $2,132,000 | +26.8% | 40,104 | +64.0% | 0.00% | +50.0% |
| Q4 2019 | $1,681,000 | +150.9% | 24,452 | +109.4% | 0.00% | +100.0% |
| Q4 2018 | $670,000 | – | 11,675 | – | 0.00% | – |
Download | ||||||
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% |