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 | $86,871 | -5.2% | 1,257 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $91,646 | +2.2% | 1,257 | +0.7% | 0.01% | 0.0% |
| Q1 2023 | $89,673 | +9.3% | 1,248 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $82,059 | +17.2% | 1,248 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $70,000 | -10.3% | 1,246 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $78,000 | -56.2% | 1,246 | -48.4% | 0.01% | -50.0% |
| Q1 2022 | $178,000 | -7.3% | 2,415 | +0.0% | 0.01% | +7.7% |
| Q4 2021 | $192,000 | +1.6% | 2,414 | +0.2% | 0.01% | -13.3% |
| Q3 2021 | $189,000 | +94.8% | 2,408 | +95.8% | 0.02% | +87.5% |
| Q2 2021 | $97,000 | +203.1% | 1,230 | +193.6% | 0.01% | +166.7% |
| Q1 2021 | $32,000 | +3.2% | 419 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +19.2% | 419 | +0.7% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | 0.0% | 416 | -3.5% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +13.0% | 431 | +1.2% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -20.7% | 426 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $29,000 | +7.4% | 426 | +0.7% | 0.00% | 0.0% |
| Q3 2019 | $27,000 | +3.8% | 423 | +1.9% | 0.00% | 0.0% |
| Q1 2019 | $26,000 | +8.3% | 415 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $24,000 | -11.1% | 415 | +1.0% | 0.00% | 0.0% |
| Q3 2018 | $27,000 | 0.0% | 411 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $27,000 | -91.6% | 411 | -91.4% | 0.00% | -92.3% |
| Q1 2018 | $323,000 | – | 4,805 | – | 0.04% | – |
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% |