ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,500 | -3.4% | 15,587 | +1.9% | 0.33% | -0.6% |
| Q2 2023 | $1,115,142 | +10.1% | 15,291 | +8.5% | 0.33% | +3.7% |
| Q1 2023 | $1,012,495 | +10.7% | 14,094 | +1.3% | 0.32% | +1.9% |
| Q4 2022 | $914,624 | +73.2% | 13,913 | +47.9% | 0.32% | +55.7% |
| Q3 2022 | $528,000 | -10.2% | 9,409 | +0.4% | 0.20% | -6.0% |
| Q2 2022 | $588,000 | -14.5% | 9,371 | +0.5% | 0.22% | +5.9% |
| Q1 2022 | $688,000 | -10.8% | 9,328 | -3.8% | 0.20% | -8.9% |
| Q4 2021 | $771,000 | +10.3% | 9,698 | +8.8% | 0.22% | +0.9% |
| Q3 2021 | $699,000 | -0.9% | 8,915 | 0.0% | 0.22% | -0.4% |
| Q2 2021 | $705,000 | +4.1% | 8,915 | 0.0% | 0.22% | -1.8% |
| Q1 2021 | $677,000 | +23.3% | 8,915 | +18.6% | 0.23% | +11.8% |
| Q4 2020 | $549,000 | -3.7% | 7,520 | -16.2% | 0.20% | -15.4% |
| Q3 2020 | $570,000 | +4.8% | 8,973 | 0.0% | 0.24% | -10.8% |
| Q2 2020 | $544,000 | +17.0% | 8,973 | +2.6% | 0.27% | -7.9% |
| Q1 2020 | $465,000 | – | 8,743 | – | 0.29% | – |
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% |