ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,148,207 | +3.8% | 28,438 | -5.0% | 0.46% | -4.7% |
| Q3 2023 | $2,068,577 | -2.2% | 29,923 | +3.2% | 0.48% | +1.0% |
| Q2 2023 | $2,114,095 | +55.9% | 28,988 | +53.6% | 0.48% | +48.6% |
| Q1 2023 | $1,356,196 | +121422.9% | 18,878 | +11.2% | 0.32% | +19.2% |
| Q4 2022 | $1,116 | -99.8% | 16,983 | +99.8% | 0.27% | +118.5% |
| Q3 2022 | $477,000 | -4.4% | 8,498 | +6.9% | 0.12% | +5.1% |
| Q2 2022 | $499,000 | -5.7% | 7,948 | +10.7% | 0.12% | +19.2% |
| Q1 2022 | $529,000 | -8.2% | 7,178 | -1.0% | 0.10% | -2.9% |
| Q4 2021 | $576,000 | +1.4% | 7,248 | 0.0% | 0.10% | -7.3% |
| Q3 2021 | $568,000 | +5.2% | 7,248 | +6.1% | 0.11% | +5.8% |
| Q2 2021 | $540,000 | +4.0% | 6,834 | 0.0% | 0.10% | -3.7% |
| Q1 2021 | $519,000 | – | 6,834 | – | 0.11% | – |
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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% |