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 | $1,589,990 | -5.2% | 23,000 | 0.0% | 0.80% | 0.0% |
| Q2 2023 | $1,677,390 | +1.5% | 23,000 | 0.0% | 0.80% | +3.5% |
| Q1 2023 | $1,652,320 | +9.3% | 23,000 | 0.0% | 0.78% | +6.3% |
| Q4 2022 | $1,512,020 | -37.4% | 23,000 | -46.5% | 0.73% | -40.3% |
| Q3 2022 | $2,414,000 | -10.6% | 43,000 | 0.0% | 1.22% | -3.9% |
| Q2 2022 | $2,699,000 | -14.9% | 43,000 | 0.0% | 1.27% | +2.9% |
| Q1 2022 | $3,170,000 | -7.4% | 43,000 | 0.0% | 1.24% | -7.8% |
| Q4 2021 | $3,422,000 | +1.5% | 43,000 | 0.0% | 1.34% | -11.6% |
| Q3 2021 | $3,370,000 | -0.8% | 43,000 | 0.0% | 1.51% | -1.2% |
| Q2 2021 | $3,398,000 | +4.1% | 43,000 | 0.0% | 1.53% | -8.5% |
| Q1 2021 | $3,264,000 | +3.9% | 43,000 | 0.0% | 1.68% | -5.6% |
| Q4 2020 | $3,141,000 | +41.4% | 43,000 | +22.9% | 1.77% | +25.4% |
| Q3 2020 | $2,222,000 | +4.8% | 35,000 | 0.0% | 1.42% | -6.7% |
| Q2 2020 | $2,120,000 | +166.0% | 35,000 | +133.3% | 1.52% | +153.9% |
| Q1 2020 | $797,000 | -22.7% | 15,000 | 0.0% | 0.60% | +2.4% |
| Q4 2019 | $1,031,000 | – | 15,000 | – | 0.58% | – |
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% |