ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 265 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $566,231 | -28.3% | 7,496 | -34.4% | 0.02% | -37.5% |
| Q3 2023 | $789,810 | +60.7% | 11,425 | +69.5% | 0.03% | +52.4% |
| Q2 2023 | $491,621 | -2.6% | 6,741 | -4.1% | 0.02% | -8.7% |
| Q1 2023 | $504,963 | +20.1% | 7,029 | +9.9% | 0.02% | +4.5% |
| Q4 2022 | $420,539 | +5.4% | 6,397 | +0.5% | 0.02% | -12.0% |
| Q2 2022 | $399,000 | +39.0% | 6,364 | +75.4% | 0.02% | +8.7% |
| Q2 2021 | $287,000 | +35.4% | 3,629 | +29.9% | 0.02% | +9.5% |
| Q1 2021 | $212,000 | -21.5% | 2,793 | -34.3% | 0.02% | -46.2% |
| Q3 2020 | $270,000 | -0.7% | 4,250 | -5.5% | 0.04% | -9.3% |
| Q2 2020 | $272,000 | – | 4,497 | – | 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% |