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 | $471,072 | -21.8% | 6,814 | -17.5% | 0.01% | -28.6% |
Q2 2023 | $602,486 | -10.8% | 8,261 | -12.2% | 0.01% | -12.5% |
Q1 2023 | $675,795 | +33.9% | 9,407 | +22.5% | 0.01% | +14.3% |
Q4 2022 | $504,842 | +23.1% | 7,679 | +5.0% | 0.01% | +16.7% |
Q3 2022 | $410,000 | -14.0% | 7,310 | -3.9% | 0.01% | -14.3% |
Q2 2022 | $477,000 | -25.0% | 7,605 | -12.0% | 0.01% | -22.2% |
Q1 2022 | $636,000 | +9.8% | 8,638 | +18.5% | 0.01% | 0.0% |
Q4 2021 | $579,000 | +99.0% | 7,289 | +96.5% | 0.01% | +80.0% |
Q3 2021 | $291,000 | – | 3,710 | – | 0.01% | – |
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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% |