ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,701,547 | -6.3% | 25,291 | -0.6% | 0.04% | 0.0% |
| Q2 2023 | $1,816,039 | -4.8% | 25,453 | -2.0% | 0.04% | 0.0% |
| Q1 2023 | $1,906,941 | -1.2% | 25,980 | -8.1% | 0.04% | -5.1% |
| Q4 2022 | $1,930,557 | +1.2% | 28,274 | -17.2% | 0.04% | -11.4% |
| Q3 2022 | $1,907,000 | -34.6% | 34,165 | -26.6% | 0.04% | -32.3% |
| Q2 2022 | $2,916,000 | -21.0% | 46,548 | -8.8% | 0.06% | -9.7% |
| Q1 2022 | $3,689,000 | -6.6% | 51,029 | +2.8% | 0.07% | +5.9% |
| Q4 2021 | $3,949,000 | +20.3% | 49,653 | +19.3% | 0.07% | +15.3% |
| Q3 2021 | $3,282,000 | +9.6% | 41,618 | +10.7% | 0.06% | +9.3% |
| Q2 2021 | $2,994,000 | +77.8% | 37,579 | +69.3% | 0.05% | -16.9% |
| Q1 2021 | $1,684,000 | +77.8% | 22,192 | +71.2% | 0.06% | +71.1% |
| Q4 2020 | $947,000 | +110.0% | 12,962 | +82.5% | 0.04% | +81.0% |
| Q3 2020 | $451,000 | +33.8% | 7,101 | +27.7% | 0.02% | 0.0% |
| Q2 2020 | $337,000 | – | 5,562 | – | 0.02% | – |
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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% |