ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 321 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $598,561 | -1.5% | 8,658 | +3.9% | 0.22% | +0.9% |
| Q2 2023 | $607,542 | +21.2% | 8,330 | +19.4% | 0.22% | +16.1% |
| Q1 2023 | $501,144 | +6.6% | 6,976 | -2.4% | 0.19% | +0.5% |
| Q4 2022 | $470,096 | +22.1% | 7,151 | +4.4% | 0.18% | +14.9% |
| Q3 2022 | $385,000 | -1.8% | 6,852 | +9.7% | 0.16% | +6.6% |
| Q2 2022 | $392,000 | +13.6% | 6,246 | +33.3% | 0.15% | +30.2% |
| Q1 2022 | $345,000 | +8.8% | 4,686 | +17.6% | 0.12% | +12.6% |
| Q4 2021 | $317,000 | +2.3% | 3,984 | +0.8% | 0.10% | -1.9% |
| Q3 2021 | $310,000 | -0.6% | 3,954 | 0.0% | 0.10% | -0.9% |
| Q2 2021 | $312,000 | +1.6% | 3,954 | -2.1% | 0.11% | -4.5% |
| Q1 2021 | $307,000 | +7.0% | 4,040 | +2.8% | 0.11% | +2.8% |
| Q4 2020 | $287,000 | – | 3,930 | – | 0.11% | – |
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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% |