ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 536 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,006,102 | -6.4% | 14,554 | -1.3% | 1.61% | +3.4% |
| Q2 2023 | $1,074,971 | +3.4% | 14,740 | +1.9% | 1.56% | -3.7% |
| Q1 2023 | $1,039,568 | +7.7% | 14,471 | -1.5% | 1.62% | -2.2% |
| Q4 2022 | $965,366 | +17.7% | 14,685 | +0.5% | 1.65% | +4.6% |
| Q3 2022 | $820,000 | -10.6% | 14,616 | 0.0% | 1.58% | -13.8% |
| Q2 2022 | $917,000 | -14.9% | 14,616 | 0.0% | 1.83% | +7.2% |
| Q1 2022 | $1,078,000 | -7.1% | 14,616 | 0.0% | 1.71% | -4.9% |
| Q4 2021 | $1,161,000 | +1.3% | 14,616 | 0.0% | 1.80% | -27.4% |
| Q3 2021 | $1,146,000 | -0.8% | 14,616 | 0.0% | 2.48% | -5.0% |
| Q2 2021 | $1,155,000 | – | 14,616 | – | 2.61% | – |
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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% |