ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 536 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $562,027 | -5.2% | 8,130 | 0.0% | 0.04% | -4.5% |
| Q2 2023 | $592,921 | +1.5% | 8,130 | 0.0% | 0.04% | -2.2% |
| Q1 2023 | $584,060 | +4.9% | 8,130 | -4.0% | 0.04% | -2.2% |
| Q4 2022 | $556,818 | +17.2% | 8,470 | 0.0% | 0.05% | +15.0% |
| Q3 2022 | $475,000 | -10.7% | 8,470 | 0.0% | 0.04% | -7.0% |
| Q2 2022 | $532,000 | -13.2% | 8,470 | +1.8% | 0.04% | -2.3% |
| Q1 2022 | $613,000 | -7.3% | 8,320 | 0.0% | 0.04% | -4.3% |
| Q4 2021 | $661,000 | +1.4% | 8,320 | 0.0% | 0.05% | -4.2% |
| Q3 2021 | $652,000 | -0.9% | 8,320 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $658,000 | +3.6% | 8,320 | -0.5% | 0.05% | -5.8% |
| Q1 2021 | $635,000 | +3.9% | 8,360 | 0.0% | 0.05% | -1.9% |
| Q4 2020 | $611,000 | +20.8% | 8,360 | 0.0% | 0.05% | -1.9% |
| Q2 2020 | $506,000 | – | 8,360 | – | 0.05% | – |
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% |