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 | $2,700,754 | -3.4% | 39,068 | +1.9% | 0.14% | -4.0% |
| Q2 2023 | $2,795,316 | +1.6% | 38,329 | +0.1% | 0.15% | -2.6% |
| Q1 2023 | $2,751,580 | +11.6% | 38,302 | +2.1% | 0.16% | +6.2% |
| Q4 2022 | $2,466,663 | -17.4% | 37,522 | -29.5% | 0.15% | -26.6% |
| Q3 2022 | $2,987,000 | +80.9% | 53,208 | +102.3% | 0.20% | +91.3% |
| Q2 2022 | $1,651,000 | -39.3% | 26,299 | -28.7% | 0.10% | -41.2% |
| Q1 2022 | $2,719,000 | -0.3% | 36,881 | +7.5% | 0.18% | +2.3% |
| Q4 2021 | $2,727,000 | +33.5% | 34,322 | +31.7% | 0.17% | +22.7% |
| Q3 2021 | $2,043,000 | +4.4% | 26,069 | +5.3% | 0.14% | -7.8% |
| Q2 2021 | $1,956,000 | +7.4% | 24,747 | +3.1% | 0.15% | -61.8% |
| Q1 2021 | $1,822,000 | – | 24,008 | – | 0.40% | – |
Download | ||||||
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% |