ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $17,583,000 | -2.9% | 313,258 | +8.6% | 0.53% | -11.9% |
| Q2 2022 | $18,106,000 | -8.7% | 288,492 | +7.3% | 0.60% | +6.4% |
| Q1 2022 | $19,826,000 | +10.2% | 268,905 | +18.8% | 0.56% | +11.8% |
| Q4 2021 | $17,991,000 | +3.4% | 226,419 | +2.0% | 0.50% | -4.7% |
| Q3 2021 | $17,405,000 | +8.4% | 222,064 | +9.3% | 0.53% | +6.9% |
| Q2 2021 | $16,053,000 | +33.0% | 203,128 | +27.8% | 0.49% | +21.1% |
| Q1 2021 | $12,066,000 | +8.9% | 158,975 | +4.8% | 0.41% | -7.3% |
| Q4 2020 | $11,075,000 | +10.8% | 151,627 | -3.7% | 0.44% | -2.2% |
| Q3 2020 | $9,994,000 | +47.2% | 157,440 | +40.5% | 0.45% | +18.8% |
| Q2 2020 | $6,788,000 | +23.4% | 112,056 | +8.3% | 0.38% | -11.9% |
| Q1 2020 | $5,502,000 | -11.6% | 103,497 | +14.3% | 0.43% | +13.5% |
| Q4 2019 | $6,226,000 | +38.4% | 90,579 | +29.1% | 0.38% | +27.3% |
| Q3 2019 | $4,499,000 | +51.6% | 70,163 | +52.1% | 0.30% | +48.5% |
| Q2 2019 | $2,967,000 | +69.1% | 46,137 | +66.1% | 0.20% | +63.9% |
| Q1 2019 | $1,755,000 | +195.5% | 27,773 | +168.2% | 0.12% | +144.0% |
| Q4 2018 | $594,000 | +28.9% | 10,354 | +48.8% | 0.05% | +42.9% |
| Q3 2018 | $461,000 | +38.0% | 6,956 | +35.5% | 0.04% | +20.7% |
| Q2 2018 | $334,000 | – | 5,133 | – | 0.03% | – |
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% |