ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $5,000 | -98.5% | 84 | -98.7% | 0.01% | -98.8% |
| Q1 2020 | $330,000 | +5400.0% | 6,493 | +7629.8% | 0.42% | +6900.0% |
| Q4 2019 | $6,000 | -57.1% | 84 | -62.5% | 0.01% | -60.0% |
| Q2 2019 | $14,000 | -61.1% | 224 | -61.1% | 0.02% | -59.5% |
| Q1 2019 | $36,000 | +9.1% | 576 | 0.0% | 0.04% | +5.7% |
| Q4 2018 | $33,000 | -13.2% | 576 | 0.0% | 0.04% | -5.4% |
| Q3 2018 | $38,000 | +65.2% | 576 | +63.6% | 0.04% | +60.9% |
| Q2 2018 | $23,000 | -4.2% | 352 | 0.0% | 0.02% | +9.5% |
| Q1 2018 | $24,000 | – | 352 | – | 0.02% | – |
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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% |