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 | $2,028,507 | -9.0% | 29,343 | -4.0% | 0.04% | -5.3% |
| Q2 2023 | $2,228,068 | +75684.6% | 30,551 | -25.4% | 0.04% | -37.7% |
| Q1 2023 | $2,940 | +55.9% | 40,928 | +42.7% | 0.06% | +19.6% |
| Q4 2022 | $1,886 | -99.8% | 28,684 | +31.7% | 0.05% | +30.8% |
| Q3 2022 | $1,223,000 | -27.7% | 21,786 | -19.2% | 0.04% | -26.4% |
| Q2 2022 | $1,692,000 | -0.6% | 26,956 | +16.7% | 0.05% | +1.9% |
| Q1 2022 | $1,703,000 | +8.1% | 23,099 | +16.5% | 0.05% | +10.6% |
| Q4 2021 | $1,575,000 | +44.8% | 19,819 | +42.7% | 0.05% | +34.3% |
| Q3 2021 | $1,088,000 | +2.3% | 13,885 | +3.1% | 0.04% | -7.9% |
| Q2 2021 | $1,064,000 | +15.8% | 13,465 | +11.2% | 0.04% | 0.0% |
| Q1 2021 | $919,000 | +26.1% | 12,109 | +21.2% | 0.04% | +11.8% |
| Q4 2020 | $729,000 | +27.4% | 9,987 | +10.9% | 0.03% | -2.9% |
| Q3 2020 | $572,000 | +13.0% | 9,003 | +7.8% | 0.04% | -2.8% |
| Q2 2020 | $506,000 | – | 8,348 | – | 0.04% | – |
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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% |