ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,050,660 | +9.1% | 14,625 | -0.1% | 0.65% | +3.3% |
| Q4 2022 | $962,828 | +14.9% | 14,646 | +1.5% | 0.63% | +13.3% |
| Q3 2022 | $838,000 | +2.8% | 14,429 | +15.6% | 0.56% | +11.2% |
| Q2 2022 | $815,000 | -24.0% | 12,484 | -14.2% | 0.50% | -17.7% |
| Q1 2022 | $1,073,000 | +941.7% | 14,550 | +1021.8% | 0.61% | +951.7% |
| Q4 2021 | $103,000 | +1.0% | 1,297 | 0.0% | 0.06% | -3.3% |
| Q3 2021 | $102,000 | -1.0% | 1,297 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $103,000 | 0.0% | 1,297 | 0.0% | 0.06% | -6.2% |
| Q1 2021 | $103,000 | – | 1,297 | – | 0.06% | – |
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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% |