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 | $565 | -8.1% | 8,175 | -3.0% | 0.03% | -8.8% |
| Q2 2023 | $615 | +0.3% | 8,432 | -1.2% | 0.03% | -2.9% |
| Q1 2023 | $613 | +121.3% | 8,537 | +102.7% | 0.04% | +105.9% |
| Q4 2022 | $277 | -99.9% | 4,211 | -19.2% | 0.02% | -15.0% |
| Q3 2022 | $292,000 | +2.1% | 5,209 | +14.3% | 0.02% | 0.0% |
| Q2 2022 | $286,000 | -4.3% | 4,559 | +12.5% | 0.02% | +5.3% |
| Q1 2022 | $299,000 | -12.6% | 4,054 | -5.7% | 0.02% | -9.5% |
| Q4 2021 | $342,000 | +4.0% | 4,298 | +2.4% | 0.02% | -4.5% |
| Q3 2021 | $329,000 | -2.7% | 4,199 | -1.7% | 0.02% | -4.3% |
| Q2 2021 | $338,000 | +67.3% | 4,273 | +60.9% | 0.02% | +64.3% |
| Q1 2021 | $202,000 | +122.0% | 2,655 | +113.4% | 0.01% | +75.0% |
| Q4 2020 | $91,000 | +97.8% | 1,244 | +71.8% | 0.01% | +100.0% |
| Q3 2020 | $46,000 | +48.4% | 724 | +39.2% | 0.00% | +33.3% |
| Q2 2020 | $31,000 | +14.8% | 520 | +1.0% | 0.00% | 0.0% |
| Q1 2020 | $27,000 | – | 515 | – | 0.00% | – |
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% |