ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,336 | -33.0% | 19,331 | -29.2% | 0.01% | -28.6% |
| Q2 2023 | $1,993 | +14.7% | 27,321 | +12.9% | 0.01% | 0.0% |
| Q1 2023 | $1,738 | +29.4% | 24,191 | +18.4% | 0.01% | +40.0% |
| Q4 2022 | $1,343 | -99.9% | 20,436 | -2.8% | 0.01% | 0.0% |
| Q3 2022 | $1,180,000 | -3.9% | 21,034 | +8.0% | 0.01% | -16.7% |
| Q2 2022 | $1,228,000 | -2.0% | 19,472 | +14.6% | 0.01% | +20.0% |
| Q1 2022 | $1,253,000 | -30.0% | 16,989 | -24.6% | 0.01% | -28.6% |
| Q4 2021 | $1,790,000 | +36.0% | 22,533 | +34.2% | 0.01% | +16.7% |
| Q3 2021 | $1,316,000 | +241.8% | 16,786 | +244.5% | 0.01% | +200.0% |
| Q2 2021 | $385,000 | – | 4,873 | – | 0.00% | – |
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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% |