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 | $5,442,827 | -5.5% | 78,733 | -0.3% | 0.26% | -14.0% |
| Q2 2023 | $5,757,401 | +81.3% | 78,944 | +78.6% | 0.30% | +60.8% |
| Q1 2023 | $3,175,676 | +9.7% | 44,205 | +0.3% | 0.19% | -6.1% |
| Q4 2022 | $2,896,034 | +17.8% | 44,053 | +0.6% | 0.20% | +5.9% |
| Q3 2022 | $2,459,000 | +4.2% | 43,805 | +16.6% | 0.19% | +3.3% |
| Q2 2022 | $2,359,000 | -13.1% | 37,581 | +2.1% | 0.18% | -4.2% |
| Q1 2022 | $2,715,000 | +12.4% | 36,822 | +21.1% | 0.19% | +9.2% |
| Q4 2021 | $2,416,000 | +24.2% | 30,411 | +22.6% | 0.17% | +18.5% |
| Q3 2021 | $1,945,000 | +19.9% | 24,809 | +20.9% | 0.15% | +14.1% |
| Q2 2021 | $1,622,000 | +57.5% | 20,518 | +51.2% | 0.13% | +33.3% |
| Q1 2021 | $1,030,000 | +18.9% | 13,568 | +14.5% | 0.10% | +18.5% |
| Q4 2020 | $866,000 | – | 11,851 | – | 0.08% | – |
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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% |