ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $267 | +17.6% | 3,870 | +23.9% | 0.04% | +20.0% |
Q2 2023 | $227 | 0.0% | 3,123 | -1.3% | 0.03% | -3.2% |
Q1 2023 | $227 | +6.6% | 3,164 | -2.6% | 0.03% | 0.0% |
Q4 2022 | $213 | -99.5% | 3,248 | +309.1% | 0.03% | +342.9% |
Q3 2022 | $45,000 | +45.2% | 794 | +61.1% | 0.01% | +40.0% |
Q2 2022 | $31,000 | -49.2% | 493 | -40.7% | 0.01% | -44.4% |
Q1 2022 | $61,000 | -4.7% | 832 | +3.6% | 0.01% | 0.0% |
Q4 2021 | $64,000 | – | 803 | – | 0.01% | – |
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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% |