ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,648,854 | -5.2% | 38,317 | 0.0% | 0.03% | +12.0% |
| Q2 2023 | $2,794,459 | +17.3% | 38,317 | +15.5% | 0.02% | +25.0% |
| Q1 2023 | $2,382,430 | +9.3% | 33,163 | 0.0% | 0.02% | +5.3% |
| Q4 2022 | $2,180,136 | +17.1% | 33,163 | 0.0% | 0.02% | +46.2% |
| Q3 2022 | $1,861,000 | -46.2% | 33,163 | -39.8% | 0.01% | -31.6% |
| Q2 2022 | $3,460,000 | -14.9% | 55,132 | 0.0% | 0.02% | +18.8% |
| Q1 2022 | $4,065,000 | +25.6% | 55,132 | +35.4% | 0.02% | +100.0% |
| Q4 2021 | $3,236,000 | +51.6% | 40,728 | +49.6% | 0.01% | +100.0% |
| Q3 2021 | $2,134,000 | – | 27,220 | – | 0.00% | – |
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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% |