ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $710,864 | -5.9% | 10,283 | -0.8% | 0.02% | 0.0% |
| Q2 2023 | $755,628 | -1.2% | 10,361 | -2.7% | 0.02% | 0.0% |
| Q1 2023 | $764,737 | +5.0% | 10,645 | -3.9% | 0.02% | 0.0% |
| Q4 2022 | $728,202 | +20.2% | 11,077 | +2.7% | 0.02% | +6.7% |
| Q3 2022 | $606,000 | -8.0% | 10,789 | +2.7% | 0.02% | +7.1% |
| Q2 2022 | $659,000 | +51.5% | 10,501 | +77.8% | 0.01% | +55.6% |
| Q1 2022 | $435,000 | +2458.8% | 5,906 | +2685.8% | 0.01% | – |
| Q2 2021 | $17,000 | – | 212 | – | 0.00% | – |
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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% |