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 | $75,766 | -3.6% | 1,096 | 0.0% | 0.05% | -3.9% |
| Q2 2023 | $78,594 | -0.2% | 1,096 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $78,737 | +9.3% | 1,096 | 0.0% | 0.05% | +4.1% |
| Q4 2022 | $72,051 | +16.2% | 1,096 | 0.0% | 0.05% | +8.9% |
| Q3 2022 | $62,000 | -10.1% | 1,096 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $69,000 | -14.8% | 1,096 | 0.0% | 0.05% | -4.1% |
| Q1 2022 | $81,000 | -6.9% | 1,096 | 0.0% | 0.05% | -3.9% |
| Q4 2021 | $87,000 | +1.2% | 1,096 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $86,000 | -7.5% | 1,096 | -7.4% | 0.05% | -5.6% |
| Q2 2021 | $93,000 | +3.3% | 1,183 | 0.0% | 0.05% | -3.6% |
| Q1 2021 | $90,000 | +4.7% | 1,183 | 0.0% | 0.06% | -1.8% |
| Q4 2020 | $86,000 | -11.3% | 1,183 | -22.6% | 0.06% | -18.6% |
| Q3 2020 | $97,000 | +4.3% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $93,000 | +14.8% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q1 2020 | $81,000 | -22.9% | 1,528 | 0.0% | 0.07% | -4.1% |
| Q4 2019 | $105,000 | +7.1% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $98,000 | 0.0% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $98,000 | +1.0% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $97,000 | – | 1,528 | – | 0.07% | – |
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% |