ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 149 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $130,000 | -12.2% | 1,641 | -13.2% | 0.05% | -20.0% |
| Q3 2021 | $148,000 | -30.2% | 1,891 | -29.4% | 0.06% | -34.8% |
| Q2 2021 | $212,000 | -1.4% | 2,679 | -5.4% | 0.09% | -13.2% |
| Q1 2021 | $215,000 | -2.7% | 2,831 | -6.6% | 0.11% | -13.1% |
| Q4 2020 | $221,000 | +15.1% | 3,031 | 0.0% | 0.12% | +2.5% |
| Q3 2020 | $192,000 | -5.4% | 3,031 | -9.5% | 0.12% | -15.0% |
| Q2 2020 | $203,000 | -11.7% | 3,351 | 0.0% | 0.14% | -16.2% |
| Q4 2019 | $230,000 | +7.0% | 3,351 | 0.0% | 0.17% | -8.7% |
| Q3 2019 | $215,000 | -6.5% | 3,351 | -6.2% | 0.18% | +10.9% |
| Q2 2019 | $230,000 | -11.5% | 3,573 | -13.3% | 0.16% | -17.9% |
| Q1 2019 | $260,000 | – | 4,120 | – | 0.20% | – |
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% |