ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $234,000 | -10.3% | 4,173 | +0.5% | 0.06% | +1.8% |
| Q2 2022 | $261,000 | -22.8% | 4,154 | -9.3% | 0.06% | -12.5% |
| Q1 2022 | $338,000 | -2.3% | 4,582 | +5.1% | 0.06% | -1.5% |
| Q4 2021 | $346,000 | +7.1% | 4,360 | +5.7% | 0.06% | 0.0% |
| Q3 2021 | $323,000 | +2.9% | 4,124 | +3.7% | 0.06% | -1.5% |
| Q2 2021 | $314,000 | +10.6% | 3,975 | +6.1% | 0.07% | +3.1% |
| Q1 2021 | $284,000 | +24.0% | 3,748 | +19.8% | 0.06% | +23.1% |
| Q4 2020 | $229,000 | – | 3,129 | – | 0.05% | – |
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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% |