ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,624,549 | +2.4% | 124,758 | +8.1% | 0.13% | +5.6% |
| Q2 2023 | $8,419,801 | +11.1% | 115,450 | +9.4% | 0.13% | +4.1% |
| Q1 2023 | $7,579,515 | +30.8% | 105,506 | +19.7% | 0.12% | +22.2% |
| Q4 2022 | $5,793,966 | +24.1% | 88,135 | +6.0% | 0.10% | +13.8% |
| Q3 2022 | $4,669,000 | -17.1% | 83,178 | -7.3% | 0.09% | -15.5% |
| Q2 2022 | $5,631,000 | -14.1% | 89,720 | +0.9% | 0.10% | +2.0% |
| Q1 2022 | $6,554,000 | +27.8% | 88,888 | +37.8% | 0.10% | +29.5% |
| Q4 2021 | $5,127,000 | -17.1% | 64,518 | -18.2% | 0.08% | -26.4% |
| Q3 2021 | $6,186,000 | +20.1% | 78,919 | +21.1% | 0.11% | +21.8% |
| Q2 2021 | $5,152,000 | -99.9% | 65,189 | -39.5% | 0.09% | +20.8% |
| Q1 2021 | $8,175,558,000 | +224503.2% | 107,714 | +116.1% | 0.07% | -8.9% |
| Q4 2020 | $3,640,000 | +28.6% | 49,838 | +11.7% | 0.08% | +11.3% |
| Q3 2020 | $2,831,000 | +64.1% | 44,603 | +56.6% | 0.07% | +44.9% |
| Q2 2020 | $1,725,000 | +39.5% | 28,476 | +22.3% | 0.05% | +8.9% |
| Q1 2020 | $1,237,000 | +483.5% | 23,277 | +654.8% | 0.04% | +650.0% |
| Q4 2019 | $212,000 | +125.5% | 3,084 | +108.4% | 0.01% | +100.0% |
| Q3 2019 | $94,000 | +23.7% | 1,480 | +23.6% | 0.00% | 0.0% |
| Q2 2019 | $76,000 | +590.9% | 1,197 | +608.3% | 0.00% | +200.0% |
| Q3 2018 | $11,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | – | 169 | – | 0.00% | – |
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% |