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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,123,164 | +0.1% | 15,401 | -1.4% | 0.17% | -5.6% |
| Q1 2023 | $1,122,055 | +4.0% | 15,619 | -4.8% | 0.18% | +0.6% |
| Q4 2022 | $1,078,912 | +11.7% | 16,412 | -4.6% | 0.18% | +5.9% |
| Q3 2022 | $966,000 | -29.7% | 17,201 | -7.7% | 0.17% | -14.2% |
| Q1 2022 | $1,374,000 | -9.7% | 18,634 | -2.7% | 0.20% | -4.4% |
| Q4 2021 | $1,521,000 | +1.7% | 19,146 | +0.4% | 0.21% | -5.1% |
| Q3 2021 | $1,495,000 | +9.6% | 19,077 | +10.6% | 0.22% | +10.2% |
| Q2 2021 | $1,364,000 | +23.9% | 17,253 | +19.0% | 0.20% | +13.9% |
| Q1 2021 | $1,101,000 | -1.4% | 14,504 | -5.2% | 0.17% | -16.4% |
| Q4 2020 | $1,117,000 | +15.3% | 15,292 | +0.2% | 0.21% | -3.3% |
| Q3 2020 | $969,000 | +5.1% | 15,262 | +0.3% | 0.21% | +0.9% |
| Q2 2020 | $922,000 | +23.1% | 15,215 | +7.9% | 0.21% | +3.4% |
| Q1 2020 | $749,000 | -16.2% | 14,097 | +8.4% | 0.20% | +6.2% |
| Q4 2019 | $894,000 | +18.4% | 13,005 | +10.4% | 0.19% | +9.7% |
| Q3 2019 | $755,000 | +5.6% | 11,776 | +5.9% | 0.18% | +32.3% |
| Q2 2019 | $715,000 | +30.2% | 11,122 | +28.0% | 0.13% | +43.0% |
| Q1 2019 | $549,000 | +28.3% | 8,686 | +16.5% | 0.09% | +13.4% |
| Q4 2018 | $428,000 | -32.5% | 7,457 | -22.1% | 0.08% | -20.4% |
| Q3 2018 | $634,000 | +10.5% | 9,570 | +8.6% | 0.10% | 0.0% |
| Q2 2018 | $574,000 | +15.5% | 8,811 | +19.4% | 0.10% | +6.2% |
| Q1 2018 | $497,000 | +45.3% | 7,377 | +46.1% | 0.10% | +70.2% |
| Q4 2017 | $342,000 | +63.6% | 5,048 | +59.9% | 0.06% | +54.1% |
| Q3 2017 | $209,000 | +5.6% | 3,156 | 0.0% | 0.04% | +2.8% |
| Q2 2017 | $198,000 | +9.4% | 3,156 | +4.8% | 0.04% | +12.5% |
| Q1 2017 | $181,000 | +20.7% | 3,011 | +12.1% | 0.03% | -8.6% |
| Q4 2016 | $150,000 | – | 2,685 | – | 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% |