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 | $540 | -5.1% | 7,805 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $569 | -0.2% | 7,805 | -1.7% | 0.08% | -4.9% |
| Q1 2023 | $570 | +6.9% | 7,941 | -2.1% | 0.08% | -2.4% |
| Q4 2022 | $533 | -99.8% | 8,113 | +45.6% | 0.08% | +59.6% |
| Q3 2022 | $313,000 | -10.6% | 5,571 | 0.0% | 0.05% | -3.7% |
| Q2 2022 | $350,000 | -21.2% | 5,571 | -7.4% | 0.05% | +1.9% |
| Q1 2022 | $444,000 | -8.1% | 6,016 | -1.1% | 0.05% | -10.2% |
| Q4 2021 | $483,000 | +1.3% | 6,081 | 0.0% | 0.06% | -21.3% |
| Q3 2021 | $477,000 | -51.0% | 6,081 | -50.7% | 0.08% | +1.4% |
| Q2 2021 | $974,000 | +106.8% | 12,334 | +98.8% | 0.07% | -11.9% |
| Q1 2021 | $471,000 | +34.6% | 6,204 | +29.4% | 0.08% | +37.7% |
| Q4 2020 | $350,000 | +15.1% | 4,794 | 0.0% | 0.06% | -3.2% |
| Q3 2020 | $304,000 | -5.0% | 4,794 | -9.3% | 0.06% | -13.7% |
| Q2 2020 | $320,000 | – | 5,283 | – | 0.07% | – |
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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% |