ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 367 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $733,954 | -5.2% | 10,617 | 0.0% | 0.07% | -5.2% |
| Q2 2023 | $774,298 | +13.8% | 10,617 | +12.1% | 0.08% | +8.5% |
| Q1 2023 | $680,469 | +5.2% | 9,472 | -3.8% | 0.07% | -2.7% |
| Q4 2022 | $647,013 | +41.6% | 9,842 | +20.9% | 0.07% | +21.7% |
| Q3 2022 | $457,000 | -10.6% | 8,142 | 0.0% | 0.06% | -13.0% |
| Q2 2022 | $511,000 | -31.5% | 8,142 | -19.5% | 0.07% | -23.3% |
| Q1 2022 | $746,000 | -12.6% | 10,116 | -5.9% | 0.09% | -11.8% |
| Q4 2021 | $854,000 | -49.5% | 10,752 | -50.1% | 0.10% | -56.8% |
| Q3 2021 | $1,690,000 | +0.8% | 21,565 | +1.6% | 0.24% | -2.9% |
| Q2 2021 | $1,677,000 | +7.6% | 21,220 | +3.3% | 0.24% | -4.0% |
| Q1 2021 | $1,559,000 | +4.7% | 20,542 | +0.8% | 0.25% | -8.7% |
| Q4 2020 | $1,489,000 | +15.6% | 20,383 | +0.5% | 0.28% | -1.4% |
| Q3 2020 | $1,288,000 | +7.2% | 20,284 | +2.2% | 0.28% | +5.6% |
| Q2 2020 | $1,202,000 | – | 19,840 | – | 0.27% | – |
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% |