ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,087,693 | -7.9% | 102,527 | -2.9% | 0.35% | -3.8% |
| Q2 2023 | $7,697,399 | +0.5% | 105,545 | -1.0% | 0.37% | -4.9% |
| Q1 2023 | $7,659,365 | +49.3% | 106,617 | +36.6% | 0.38% | +40.5% |
| Q4 2022 | $5,130,877 | +17.0% | 78,048 | -0.2% | 0.27% | +9.6% |
| Q3 2022 | $4,387,000 | -6.7% | 78,166 | +4.3% | 0.25% | 0.0% |
| Q2 2022 | $4,702,000 | -9.4% | 74,916 | +6.5% | 0.25% | +4.2% |
| Q1 2022 | $5,187,000 | – | 70,345 | – | 0.24% | – |
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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% |