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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $134,527 | +7.5% | 1,946 | +13.4% | 0.00% | +33.3% |
| Q2 2023 | $125,148 | +16.5% | 1,716 | +14.8% | 0.00% | 0.0% |
| Q1 2023 | $107,401 | -1.9% | 1,495 | -10.3% | 0.00% | 0.0% |
| Q4 2022 | $109,523 | +15.3% | 1,666 | -1.5% | 0.00% | 0.0% |
| Q3 2022 | $95,000 | +15.9% | 1,691 | +28.7% | 0.00% | 0.0% |
| Q2 2022 | $82,000 | +7.9% | 1,314 | +27.3% | 0.00% | +50.0% |
| Q1 2022 | $76,000 | +24.6% | 1,032 | +34.0% | 0.00% | 0.0% |
| Q4 2021 | $61,000 | +1.7% | 770 | +1.3% | 0.00% | 0.0% |
| Q3 2021 | $60,000 | 0.0% | 760 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $60,000 | +62.2% | 760 | +54.5% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | – | 492 | – | 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% |