ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 245 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $537,000 | -38.0% | 9,985 | -20.7% | 0.42% | -19.4% |
| Q4 2019 | $866,000 | +2.5% | 12,595 | -4.4% | 0.52% | -7.0% |
| Q3 2019 | $845,000 | -1.1% | 13,180 | -0.7% | 0.56% | -2.3% |
| Q2 2019 | $854,000 | -6.4% | 13,275 | -8.1% | 0.57% | -15.2% |
| Q1 2019 | $912,000 | +4.2% | 14,440 | -5.4% | 0.68% | -13.2% |
| Q4 2018 | $875,000 | – | 15,265 | – | 0.78% | – |
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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% |