ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $910,000 | -10.1% | 13,168 | -5.1% | 0.06% | +1.8% |
| Q2 2023 | $1,012,000 | +200693.7% | 13,882 | +97.7% | 0.06% | +43.6% |
| Q1 2023 | $504 | -40.4% | 7,021 | -45.4% | 0.04% | -29.1% |
| Q4 2022 | $845 | -99.9% | 12,855 | +9.6% | 0.06% | -16.7% |
| Q3 2022 | $658,000 | -81.6% | 11,724 | -74.0% | 0.07% | -68.0% |
| Q4 2021 | $3,584,000 | +26.1% | 45,046 | +24.2% | 0.21% | +7.3% |
| Q3 2021 | $2,843,000 | -24.1% | 36,266 | -23.4% | 0.19% | -22.6% |
| Q2 2021 | $3,744,000 | +1.8% | 47,371 | +2.7% | 0.25% | +93.8% |
| Q1 2021 | $3,676,000 | +222.5% | 46,146 | +195.6% | 0.13% | +161.2% |
| Q4 2020 | $1,140,000 | +23.0% | 15,613 | +6.9% | 0.05% | +6.5% |
| Q3 2020 | $927,000 | +5.0% | 14,602 | +0.2% | 0.05% | -6.1% |
| Q2 2020 | $883,000 | +18.7% | 14,576 | +4.2% | 0.05% | -10.9% |
| Q1 2020 | $744,000 | -14.1% | 13,990 | +11.0% | 0.06% | -16.7% |
| Q4 2019 | $866,000 | +13.1% | 12,600 | +5.5% | 0.07% | +4.8% |
| Q3 2019 | $766,000 | -10.9% | 11,940 | -12.2% | 0.06% | -34.4% |
| Q1 2019 | $860,000 | +165.4% | 13,605 | +141.0% | 0.10% | +108.7% |
| Q4 2018 | $324,000 | +11.0% | 5,645 | +25.0% | 0.05% | -25.8% |
| Q2 2018 | $292,000 | +19.2% | 4,517 | +25.4% | 0.06% | +1.6% |
| Q1 2018 | $245,000 | – | 3,602 | – | 0.06% | – |
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% |