ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 536 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,510,532 | -1.7% | 224,368 | +3.7% | 1.81% | +0.7% |
| Q2 2023 | $15,777,518 | +3.1% | 216,338 | +1.6% | 1.80% | -0.3% |
| Q1 2023 | $15,298,564 | +2.8% | 212,953 | -6.0% | 1.81% | -3.2% |
| Q4 2022 | $14,885,912 | +19.3% | 226,436 | +1.9% | 1.87% | +10.4% |
| Q3 2022 | $12,479,000 | -0.3% | 222,323 | +11.5% | 1.69% | +3.8% |
| Q2 2022 | $12,515,000 | -11.0% | 199,412 | +4.6% | 1.63% | +0.7% |
| Q1 2022 | $14,055,000 | +6.3% | 190,622 | +14.6% | 1.62% | +8.4% |
| Q4 2021 | $13,223,000 | +14.0% | 166,407 | +12.5% | 1.49% | +2.3% |
| Q3 2021 | $11,599,000 | +19.6% | 147,982 | +20.6% | 1.46% | +8.9% |
| Q2 2021 | $9,695,000 | +31.4% | 122,678 | +26.2% | 1.34% | +9.2% |
| Q1 2021 | $7,377,000 | +45.6% | 97,200 | +40.2% | 1.23% | +17.1% |
| Q4 2020 | $5,065,000 | +72.7% | 69,340 | +50.1% | 1.05% | +34.2% |
| Q3 2020 | $2,933,000 | +76.4% | 46,207 | +68.3% | 0.78% | +51.7% |
| Q2 2020 | $1,663,000 | +56.3% | 27,452 | +37.2% | 0.52% | +28.8% |
| Q1 2020 | $1,064,000 | +184.5% | 20,009 | +267.7% | 0.40% | +181.7% |
| Q4 2019 | $374,000 | – | 5,442 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ellevest, Inc. | 320,976 | $7,667,000 | 3.65% |
| Private Ocean, LLC | 127,466 | $8,053,000 | 2.19% |
| Windsor Capital Management, LLC | 54,047 | $3,414,000 | 1.61% |
| BSW Wealth Partners | 57,869 | $3,656,000 | 1.45% |
| Financial Advisors, LLC | 30,852 | $1,949,000 | 1.33% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,403 | $341,000 | 1.20% |
| Highland Private Wealth Management | 120,220 | $7,596,000 | 1.19% |
| NOTTINGHAM ADVISORS, INC. | 117,149 | $7,401,000 | 1.08% |
| C-J Advisory, Inc. | 22,978 | $1,470,000 | 0.96% |
| Global Trust Asset Management, LLC | 14,440 | $912,000 | 0.68% |