ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 377 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,034,000 | -1.9% | 14,953 | +3.5% | 0.29% | -5.9% |
| Q2 2023 | $1,054,000 | +38.0% | 14,449 | +35.9% | 0.31% | +41.5% |
| Q1 2023 | $764,000 | -11.5% | 10,634 | -19.0% | 0.22% | -13.9% |
| Q4 2022 | $863,000 | +48.0% | 13,122 | +26.3% | 0.25% | +38.5% |
| Q3 2022 | $583,000 | -13.9% | 10,389 | -3.7% | 0.18% | -6.2% |
| Q2 2022 | $677,000 | -40.7% | 10,788 | -30.3% | 0.19% | -32.6% |
| Q1 2022 | $1,141,000 | -35.8% | 15,481 | -30.8% | 0.29% | -34.7% |
| Q4 2021 | $1,777,000 | +16.4% | 22,361 | +14.8% | 0.44% | +11.1% |
| Q3 2021 | $1,526,000 | -4.5% | 19,475 | -3.7% | 0.40% | -9.4% |
| Q2 2021 | $1,598,000 | +7.6% | 20,224 | +3.4% | 0.44% | +21.0% |
| Q1 2021 | $1,485,000 | +3.9% | 19,560 | -0.0% | 0.36% | -4.0% |
| Q4 2020 | $1,429,000 | +12.6% | 19,564 | -2.1% | 0.38% | -9.8% |
| Q3 2020 | $1,269,000 | +40.1% | 19,981 | +33.6% | 0.42% | +46.7% |
| Q2 2020 | $906,000 | +129.9% | 14,955 | +101.7% | 0.28% | +87.5% |
| Q1 2020 | $394,000 | -22.6% | 7,415 | 0.0% | 0.15% | -5.6% |
| Q4 2019 | $509,000 | +45.8% | 7,415 | +36.3% | 0.16% | +41.2% |
| Q3 2019 | $349,000 | -6.2% | 5,439 | -6.1% | 0.11% | +4.6% |
| Q2 2019 | $372,000 | -18.4% | 5,792 | -19.8% | 0.11% | +147.7% |
| Q1 2019 | $456,000 | +50.5% | 7,225 | +36.1% | 0.04% | +37.5% |
| Q4 2018 | $303,000 | -12.7% | 5,307 | +1.2% | 0.03% | -3.0% |
| Q3 2018 | $347,000 | -3.3% | 5,244 | -4.9% | 0.03% | -5.7% |
| Q2 2018 | $359,000 | +9.1% | 5,517 | +12.7% | 0.04% | +6.1% |
| Q1 2018 | $329,000 | -20.3% | 4,895 | -19.6% | 0.03% | -19.5% |
| Q4 2017 | $413,000 | -20.0% | 6,091 | -21.8% | 0.04% | -26.8% |
| Q3 2017 | $516,000 | +77.9% | 7,792 | +68.5% | 0.06% | +64.7% |
| Q2 2017 | $290,000 | – | 4,625 | – | 0.03% | – |
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% |