ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,578 | -39.5% | 4,348 | -36.2% | 0.02% | -40.5% |
| Q2 2023 | $496,780 | +3.4% | 6,812 | +1.9% | 0.04% | 0.0% |
| Q1 2023 | $480,249 | +21.1% | 6,685 | +10.8% | 0.04% | +10.5% |
| Q4 2022 | $396,615 | +23.9% | 6,033 | +5.7% | 0.04% | +11.8% |
| Q3 2022 | $320,000 | -6.7% | 5,706 | +4.5% | 0.03% | -5.6% |
| Q2 2022 | $343,000 | -11.6% | 5,460 | +3.8% | 0.04% | 0.0% |
| Q1 2022 | $388,000 | -51.7% | 5,261 | -48.0% | 0.04% | -49.3% |
| Q4 2021 | $804,000 | +25.0% | 10,122 | +23.5% | 0.07% | +14.5% |
| Q3 2021 | $643,000 | +56.8% | 8,198 | +57.9% | 0.06% | +51.2% |
| Q2 2021 | $410,000 | – | 5,193 | – | 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% |