ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $10,111 | -9.1% | 138,633 | -10.4% | 0.11% | -5.3% |
| Q1 2023 | $11,122 | -3.4% | 154,806 | -11.6% | 0.11% | -0.9% |
| Q4 2022 | $11,512 | -99.9% | 175,102 | -10.5% | 0.12% | +5.5% |
| Q3 2022 | $10,975,000 | -6.5% | 195,536 | +4.5% | 0.11% | +4.8% |
| Q2 2022 | $11,743,000 | -19.3% | 187,115 | -5.2% | 0.10% | -3.7% |
| Q1 2022 | $14,553,000 | -9.9% | 197,377 | -2.9% | 0.11% | -4.4% |
| Q4 2021 | $16,148,000 | +117.6% | 203,227 | +73.8% | 0.11% | +85.2% |
| Q3 2021 | $7,422,000 | -50.4% | 116,920 | -38.2% | 0.06% | -42.5% |
| Q2 2021 | $14,950,000 | +41.5% | 189,164 | +30.8% | 0.11% | +32.5% |
| Q1 2021 | $10,562,000 | 0.0% | 144,612 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $10,562,000 | +42.3% | 144,612 | +23.7% | 0.08% | +31.1% |
| Q3 2020 | $7,422,000 | +21.5% | 116,920 | +15.9% | 0.06% | +19.6% |
| Q2 2020 | $6,111,000 | +31.1% | 100,878 | +15.0% | 0.05% | +18.6% |
| Q1 2020 | $4,662,000 | -5.8% | 87,708 | +21.8% | 0.04% | +13.2% |
| Q4 2019 | $4,951,000 | +35.3% | 72,023 | +26.2% | 0.04% | +31.0% |
| Q3 2019 | $3,659,000 | +21.5% | 57,063 | +21.9% | 0.03% | +20.8% |
| Q2 2019 | $3,011,000 | +25.5% | 46,819 | +23.3% | 0.02% | +20.0% |
| Q1 2019 | $2,399,000 | +72.6% | 37,964 | +56.7% | 0.02% | +53.8% |
| Q4 2018 | $1,390,000 | +84.8% | 24,225 | +113.4% | 0.01% | +116.7% |
| Q3 2018 | $752,000 | +4600.0% | 11,354 | +4690.7% | 0.01% | – |
| Q1 2018 | $16,000 | – | 237 | – | 0.00% | – |
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% |