ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $713,491 | -4.5% | 10,321 | +0.8% | 0.06% | -6.8% |
Q2 2023 | $746,876 | +2.2% | 10,241 | +0.6% | 0.06% | -1.7% |
Q1 2023 | $731,044 | +41.4% | 10,176 | +29.4% | 0.06% | +30.4% |
Q4 2022 | $517,111 | +17.0% | 7,866 | 0.0% | 0.05% | +2.2% |
Q3 2022 | $442,000 | -10.5% | 7,866 | 0.0% | 0.04% | -8.2% |
Q2 2022 | $494,000 | -19.3% | 7,866 | +2.2% | 0.05% | -10.9% |
Q4 2021 | $612,000 | – | 7,700 | – | 0.06% | – |
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% |