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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,346,805 | -5.2% | 19,482 | 0.0% | 0.10% | -2.1% |
| Q2 2023 | $1,420,838 | +9.1% | 19,482 | +7.5% | 0.10% | +3.2% |
| Q1 2023 | $1,302,108 | +4.8% | 18,125 | -4.1% | 0.09% | -15.3% |
| Q4 2022 | $1,242,165 | +134.8% | 18,895 | +100.3% | 0.11% | +141.3% |
| Q3 2022 | $529,000 | -11.5% | 9,431 | -1.0% | 0.05% | -6.1% |
| Q2 2022 | $598,000 | -22.9% | 9,523 | -9.5% | 0.05% | -16.9% |
| Q1 2022 | $776,000 | -4.6% | 10,528 | 0.0% | 0.06% | -7.8% |
| Q4 2021 | $813,000 | +5.9% | 10,528 | +7.5% | 0.06% | 0.0% |
| Q3 2021 | $768,000 | +18.7% | 9,798 | +19.7% | 0.06% | +16.4% |
| Q2 2021 | $647,000 | +13.1% | 8,188 | +7.4% | 0.06% | +1.9% |
| Q1 2021 | $572,000 | +10.0% | 7,622 | +7.0% | 0.05% | +17.4% |
| Q4 2020 | $520,000 | -34.1% | 7,122 | -42.7% | 0.05% | -37.0% |
| Q3 2020 | $789,000 | +13.2% | 12,424 | +8.0% | 0.07% | -15.1% |
| Q2 2020 | $697,000 | – | 11,504 | – | 0.09% | – |
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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% |