ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 367 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,597,775 | -19.8% | 37,578 | -15.4% | 0.01% | -23.1% |
| Q2 2023 | $3,239,397 | -25.0% | 44,418 | -26.2% | 0.01% | -31.6% |
| Q1 2023 | $4,321,643 | +43.8% | 60,157 | +31.6% | 0.02% | +26.7% |
| Q4 2022 | $3,006,037 | -6.3% | 45,726 | -20.0% | 0.02% | -21.1% |
| Q3 2022 | $3,209,000 | -25.6% | 57,173 | -16.9% | 0.02% | -32.1% |
| Q2 2022 | $4,315,000 | -22.3% | 68,762 | -8.7% | 0.03% | -22.2% |
| Q1 2022 | $5,551,000 | -52.6% | 75,286 | -48.9% | 0.04% | -55.0% |
| Q4 2021 | $11,714,000 | -50.4% | 147,205 | -51.2% | 0.08% | -59.2% |
| Q3 2021 | $23,630,000 | +1897.5% | 301,484 | +1914.7% | 0.20% | +1681.8% |
| Q2 2021 | $1,183,000 | +57.5% | 14,964 | +51.3% | 0.01% | +37.5% |
| Q1 2021 | $751,000 | +229.4% | 9,892 | +216.6% | 0.01% | +166.7% |
| Q4 2020 | $228,000 | +15.2% | 3,124 | +0.7% | 0.00% | 0.0% |
| Q3 2020 | $198,000 | +92.2% | 3,103 | +84.0% | 0.00% | +50.0% |
| Q2 2020 | $103,000 | +87.3% | 1,686 | +56.7% | 0.00% | +100.0% |
| Q1 2020 | $55,000 | -77.7% | 1,076 | -69.8% | 0.00% | -75.0% |
| Q4 2019 | $247,000 | +425.5% | 3,562 | +381.4% | 0.00% | +100.0% |
| Q3 2019 | $47,000 | -2.1% | 740 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $48,000 | +4.3% | 740 | +1.8% | 0.00% | 0.0% |
| Q1 2019 | $46,000 | – | 727 | – | 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% |