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 | $444,714 | -3.9% | 6,433 | +1.4% | 0.01% | -12.5% |
| Q2 2023 | $462,668 | +4.7% | 6,344 | +3.1% | 0.01% | 0.0% |
| Q1 2023 | $442,032 | -4.6% | 6,153 | -12.7% | 0.01% | 0.0% |
| Q4 2022 | $463,533 | +2.3% | 7,051 | -12.6% | 0.01% | -11.1% |
| Q3 2022 | $453,000 | +40.2% | 8,072 | +56.8% | 0.01% | +28.6% |
| Q2 2022 | $323,000 | -14.3% | 5,148 | +0.7% | 0.01% | -12.5% |
| Q1 2022 | $377,000 | -32.3% | 5,114 | -27.0% | 0.01% | -33.3% |
| Q4 2021 | $557,000 | +13.7% | 7,010 | +12.2% | 0.01% | +20.0% |
| Q3 2021 | $490,000 | +44.1% | 6,250 | +39.4% | 0.01% | +25.0% |
| Q1 2021 | $340,000 | +1445.5% | 4,482 | +1079.5% | 0.01% | +300.0% |
| Q4 2018 | $22,000 | – | 380 | – | 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% |