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 | $433,290 | -3.9% | 6,268 | +1.4% | 0.02% | -4.3% |
| Q2 2023 | $450,690 | +4.0% | 6,180 | +2.5% | 0.02% | 0.0% |
| Q1 2023 | $433,302 | +21.2% | 6,031 | +10.9% | 0.02% | +9.5% |
| Q4 2022 | $357,592 | +2.5% | 5,439 | -12.5% | 0.02% | -4.5% |
| Q3 2022 | $349,000 | -25.9% | 6,219 | -17.1% | 0.02% | -29.0% |
| Q2 2022 | $471,000 | -7.6% | 7,504 | +8.4% | 0.03% | +19.2% |
| Q1 2022 | $510,000 | +67.8% | 6,923 | +80.8% | 0.03% | +73.3% |
| Q4 2021 | $304,000 | +4.8% | 3,830 | +3.5% | 0.02% | -11.8% |
| Q3 2021 | $290,000 | +15.1% | 3,701 | +15.7% | 0.02% | +21.4% |
| Q2 2021 | $252,000 | -1.6% | 3,200 | -5.4% | 0.01% | -12.5% |
| Q1 2021 | $256,000 | -0.8% | 3,381 | -4.4% | 0.02% | -11.1% |
| Q4 2020 | $258,000 | -60.4% | 3,538 | -67.1% | 0.02% | -66.7% |
| Q2 2020 | $651,000 | +14.4% | 10,744 | +0.4% | 0.05% | -20.6% |
| Q1 2020 | $569,000 | -33.9% | 10,704 | -14.6% | 0.07% | +9.7% |
| Q4 2019 | $861,000 | +12.8% | 12,538 | +5.2% | 0.06% | +1.6% |
| Q3 2019 | $763,000 | +1.7% | 11,915 | +2.2% | 0.06% | 0.0% |
| Q2 2019 | $750,000 | +0.9% | 11,664 | -0.9% | 0.06% | 0.0% |
| Q1 2019 | $743,000 | +11.6% | 11,768 | +1.4% | 0.06% | -7.6% |
| Q4 2018 | $666,000 | -17.4% | 11,603 | -4.7% | 0.07% | 0.0% |
| Q3 2018 | $806,000 | +2.5% | 12,179 | +0.9% | 0.07% | -2.9% |
| Q2 2018 | $786,000 | 0.0% | 12,069 | +3.4% | 0.07% | -4.2% |
| Q1 2018 | $786,000 | +3.8% | 11,677 | +4.7% | 0.07% | -2.7% |
| Q4 2017 | $757,000 | +12.5% | 11,157 | +9.9% | 0.07% | -3.9% |
| Q3 2017 | $673,000 | +5.8% | 10,155 | 0.0% | 0.08% | -9.5% |
| Q2 2017 | $636,000 | – | 10,155 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ellevest, Inc. | 320,976 | $7,667,000 | 3.65% |
| Private Ocean, LLC | 127,466 | $8,053,000 | 2.19% |
| Windsor Capital Management, LLC | 54,047 | $3,414,000 | 1.61% |
| BSW Wealth Partners | 57,869 | $3,656,000 | 1.45% |
| Financial Advisors, LLC | 30,852 | $1,949,000 | 1.33% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,403 | $341,000 | 1.20% |
| Highland Private Wealth Management | 120,220 | $7,596,000 | 1.19% |
| NOTTINGHAM ADVISORS, INC. | 117,149 | $7,401,000 | 1.08% |
| C-J Advisory, Inc. | 22,978 | $1,470,000 | 0.96% |
| Global Trust Asset Management, LLC | 14,440 | $912,000 | 0.68% |