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 | $15,247,451 | -5.2% | 220,562 | 0.0% | 0.37% | +6.4% |
| Q2 2023 | $16,085,587 | +10.0% | 220,562 | +8.4% | 0.34% | -45.2% |
| Q1 2023 | $14,620,805 | +1.6% | 203,519 | -7.0% | 0.63% | -9.1% |
| Q4 2022 | $14,387,265 | +17.1% | 218,851 | 0.0% | 0.69% | -5.0% |
| Q3 2022 | $12,284,000 | -12.5% | 218,851 | -2.1% | 0.73% | -23.1% |
| Q2 2022 | $14,037,000 | -6.7% | 223,658 | +9.6% | 0.94% | +27.5% |
| Q1 2022 | $15,049,000 | -7.2% | 204,107 | 0.0% | 0.74% | -1.3% |
| Q4 2021 | $16,218,000 | -29.9% | 204,107 | -30.8% | 0.75% | -29.1% |
| Q3 2021 | $23,130,000 | +57.5% | 295,106 | +58.8% | 1.06% | +61.9% |
| Q2 2021 | $14,689,000 | +4.1% | 185,869 | 0.0% | 0.65% | +5.7% |
| Q1 2021 | $14,107,000 | – | 185,869 | – | 0.62% | – |
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% |