ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $30,216 | +9.3% | 400 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $27,652 | -45.8% | 400 | -42.9% | 0.02% | -42.3% |
| Q2 2023 | $51,051 | -13.7% | 700 | -14.9% | 0.03% | -18.8% |
| Q1 2023 | $59,124 | -10.1% | 823 | -17.7% | 0.03% | -11.1% |
| Q4 2022 | $65,740 | +17.4% | 1,000 | 0.0% | 0.04% | +9.1% |
| Q3 2022 | $56,000 | -25.3% | 1,000 | -16.7% | 0.03% | -19.5% |
| Q2 2022 | $75,000 | -14.8% | 1,200 | 0.0% | 0.04% | +2.5% |
| Q1 2022 | $88,000 | -7.4% | 1,200 | 0.0% | 0.04% | -4.8% |
| Q4 2021 | $95,000 | +1.1% | 1,200 | 0.0% | 0.04% | -6.7% |
| Q3 2021 | $94,000 | -1.1% | 1,200 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $95,000 | +4.4% | 1,200 | 0.0% | 0.04% | -2.2% |
| Q1 2021 | $91,000 | +3.4% | 1,200 | 0.0% | 0.05% | +2.2% |
| Q4 2020 | $88,000 | – | 1,200 | – | 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% |