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 | $1,226 | -5.3% | 17,740 | 0.0% | 0.20% | -3.3% |
| Q2 2023 | $1,294 | +2.9% | 17,740 | +1.3% | 0.21% | -1.4% |
| Q1 2023 | $1,258 | +14.4% | 17,510 | +4.6% | 0.22% | +6.4% |
| Q4 2022 | $1,100 | -99.9% | 16,740 | 0.0% | 0.20% | +7.4% |
| Q3 2022 | $940,000 | +23.7% | 16,740 | +38.3% | 0.19% | +28.8% |
| Q2 2022 | $760,000 | +17.6% | 12,105 | +38.3% | 0.15% | +31.5% |
| Q1 2022 | $646,000 | +141.9% | 8,755 | +161.0% | 0.11% | +146.7% |
| Q4 2021 | $267,000 | +1.5% | 3,355 | 0.0% | 0.04% | -8.2% |
| Q3 2021 | $263,000 | +1.5% | 3,355 | +2.4% | 0.05% | -2.0% |
| Q2 2021 | $259,000 | +4.0% | 3,275 | 0.0% | 0.05% | -5.7% |
| Q1 2021 | $249,000 | +4.2% | 3,275 | 0.0% | 0.05% | -8.6% |
| Q4 2020 | $239,000 | – | 3,275 | – | 0.06% | – |
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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% |