ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,990 | -12.9% | 3,081 | -8.1% | 0.02% | -11.8% |
| Q2 2023 | $244,607 | +13.8% | 3,354 | +12.1% | 0.02% | +6.2% |
| Q1 2023 | $215,017 | +4.4% | 2,993 | +6.9% | 0.02% | +14.3% |
| Q1 2022 | $206,000 | -8.0% | 2,800 | -0.7% | 0.01% | -6.7% |
| Q4 2021 | $224,000 | +5.7% | 2,819 | +4.2% | 0.02% | +7.1% |
| Q3 2021 | $212,000 | -17.2% | 2,705 | -16.4% | 0.01% | -26.3% |
| Q2 2021 | $256,000 | +9.9% | 3,235 | +5.2% | 0.02% | +5.6% |
| Q1 2021 | $233,000 | – | 3,074 | – | 0.02% | – |
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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% |