ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 321 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,989,000 | +6.1% | 25,380 | +7.0% | 1.11% | +6.2% |
| Q2 2021 | $1,874,000 | +24.9% | 23,712 | +19.9% | 1.05% | +15.7% |
| Q1 2021 | $1,501,000 | +8.0% | 19,782 | +3.9% | 0.91% | -2.6% |
| Q4 2020 | $1,390,000 | +31.0% | 19,033 | +13.9% | 0.93% | +14.9% |
| Q3 2020 | $1,061,000 | +22.5% | 16,714 | +16.9% | 0.81% | +13.1% |
| Q2 2020 | $866,000 | +220.7% | 14,297 | +263.8% | 0.72% | +245.9% |
| Q4 2019 | $270,000 | +7.1% | 3,930 | 0.0% | 0.21% | +2.0% |
| Q3 2019 | $252,000 | 0.0% | 3,930 | +0.4% | 0.20% | -0.5% |
| Q2 2019 | $252,000 | -3.4% | 3,913 | -14.1% | 0.20% | -33.3% |
| Q4 2018 | $261,000 | +17.0% | 4,557 | +35.0% | 0.31% | +34.8% |
| Q3 2018 | $223,000 | – | 3,375 | – | 0.23% | – |
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% |