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 | $289,724 | -5.2% | 4,191 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $305,650 | -5.8% | 4,191 | -7.2% | 0.04% | -7.9% |
| Q1 2023 | $324,501 | +106643.8% | 4,517 | -2.4% | 0.04% | +5.6% |
| Q4 2022 | $304 | -99.9% | 4,630 | -1.7% | 0.04% | +20.0% |
| Q3 2022 | $264,000 | -10.5% | 4,708 | 0.0% | 0.03% | -6.2% |
| Q2 2022 | $295,000 | -9.8% | 4,708 | +6.3% | 0.03% | -5.9% |
| Q1 2022 | $327,000 | -4.1% | 4,429 | +3.1% | 0.03% | +6.2% |
| Q4 2021 | $341,000 | +16.8% | 4,297 | +15.2% | 0.03% | +6.7% |
| Q3 2021 | $292,000 | +1.4% | 3,729 | +2.4% | 0.03% | -6.2% |
| Q2 2021 | $288,000 | +12.1% | 3,643 | +7.5% | 0.03% | +3.2% |
| Q1 2021 | $257,000 | +6.6% | 3,390 | +2.9% | 0.03% | -3.1% |
| Q4 2020 | $241,000 | – | 3,295 | – | 0.03% | – |
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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% |