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 | $284,124 | +7.2% | 4,110 | +13.1% | 0.00% | +33.3% |
| Q2 2023 | $265,101 | -5.7% | 3,635 | -7.1% | 0.00% | 0.0% |
| Q1 2023 | $281,182 | -31.5% | 3,914 | -37.3% | 0.00% | -40.0% |
| Q4 2022 | $410,349 | +8.8% | 6,242 | -7.1% | 0.01% | 0.0% |
| Q3 2022 | $377,000 | -24.0% | 6,722 | -15.0% | 0.01% | -16.7% |
| Q2 2022 | $496,000 | -8.8% | 7,907 | +7.0% | 0.01% | +20.0% |
| Q1 2022 | $544,000 | +12.6% | 7,390 | +21.3% | 0.01% | +25.0% |
| Q4 2021 | $483,000 | -0.2% | 6,091 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $484,000 | +16.9% | 6,180 | +17.8% | 0.00% | +33.3% |
| Q2 2021 | $414,000 | +1.0% | 5,247 | -2.9% | 0.00% | 0.0% |
| Q1 2021 | $410,000 | – | 5,405 | – | 0.00% | – |
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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% |