ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,730,117 | +5.9% | 111,820 | +11.7% | 0.02% | +5.3% |
| Q2 2023 | $7,302,706 | +16.9% | 100,133 | +15.2% | 0.02% | +11.8% |
| Q1 2023 | $6,245,181 | +77.6% | 86,932 | +62.6% | 0.02% | +70.0% |
| Q4 2022 | $3,515,670 | +42.3% | 53,478 | +21.4% | 0.01% | +25.0% |
| Q3 2022 | $2,471,000 | +11.3% | 44,038 | +24.4% | 0.01% | +14.3% |
| Q2 2022 | $2,221,000 | -0.3% | 35,392 | +17.1% | 0.01% | +16.7% |
| Q1 2022 | $2,228,000 | +256.5% | 30,217 | +285.0% | 0.01% | +200.0% |
| Q4 2021 | $625,000 | +57.0% | 7,849 | +54.2% | 0.00% | +100.0% |
| Q3 2021 | $398,000 | – | 5,090 | – | 0.00% | – |
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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% |