ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,571 | -16.6% | 3,393 | -12.0% | 0.03% | -14.3% |
| Q2 2023 | $281,158 | -42.0% | 3,855 | -15.4% | 0.04% | -45.3% |
| Q1 2023 | $484,968 | +94.0% | 4,559 | +19.9% | 0.06% | +82.9% |
| Q4 2022 | $250,023 | +23.2% | 3,803 | +5.1% | 0.04% | +12.9% |
| Q3 2022 | $203,000 | +1.5% | 3,618 | +13.3% | 0.03% | +6.9% |
| Q2 2022 | $200,000 | -11.5% | 3,192 | +4.0% | 0.03% | 0.0% |
| Q1 2022 | $226,000 | -6.2% | 3,068 | +1.1% | 0.03% | 0.0% |
| Q4 2021 | $241,000 | +11.6% | 3,035 | +10.2% | 0.03% | +3.6% |
| Q3 2021 | $216,000 | -24.7% | 2,753 | -24.1% | 0.03% | -26.3% |
| Q2 2021 | $287,000 | -3.0% | 3,628 | -7.0% | 0.04% | -11.6% |
| Q1 2021 | $296,000 | +24.9% | 3,902 | +20.3% | 0.04% | +16.2% |
| Q4 2020 | $237,000 | – | 3,244 | – | 0.04% | – |
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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% |