ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 377 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $596,385 | -5.2% | 8,627 | 0.0% | 0.17% | +4.8% |
| Q2 2023 | $629,167 | +1.5% | 8,627 | 0.0% | 0.16% | -1.2% |
| Q1 2023 | $619,764 | -71.1% | 8,627 | -73.6% | 0.17% | -73.1% |
| Q4 2022 | $2,146,871 | -81.7% | 32,657 | -84.4% | 0.62% | -82.3% |
| Q3 2022 | $11,761,000 | +1069.1% | 209,525 | +1555.7% | 3.49% | +1502.3% |
| Q4 2021 | $1,006,000 | +3.0% | 12,655 | +1.5% | 0.22% | -6.8% |
| Q3 2021 | $977,000 | +0.2% | 12,471 | +1.1% | 0.23% | -4.5% |
| Q2 2021 | $975,000 | +69.0% | 12,341 | +62.3% | 0.24% | +48.5% |
| Q1 2021 | $577,000 | +109.1% | 7,604 | +101.3% | 0.16% | +98.8% |
| Q4 2020 | $276,000 | +15.0% | 3,777 | 0.0% | 0.08% | -4.6% |
| Q3 2020 | $240,000 | – | 3,777 | – | 0.09% | – |
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% |