ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 537 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,706 | +116.4% | 936 | +128.3% | 0.00% | +50.0% |
| Q2 2023 | $29,901 | +1.5% | 410 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $29,454 | +9.3% | 410 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $26,953 | +28.3% | 410 | +9.3% | 0.00% | +100.0% |
| Q3 2022 | $21,000 | -27.6% | 375 | -20.0% | 0.00% | 0.0% |
| Q2 2022 | $29,000 | -14.7% | 469 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $34,000 | -47.7% | 469 | -42.9% | 0.00% | -50.0% |
| Q4 2021 | $65,000 | -30.1% | 822 | -31.0% | 0.00% | -50.0% |
| Q3 2021 | $93,000 | +2.2% | 1,192 | +3.4% | 0.00% | 0.0% |
| Q2 2021 | $91,000 | -68.4% | 1,153 | -68.8% | 0.00% | -50.0% |
| Q1 2021 | $288,000 | +238.8% | 3,691 | -5.9% | 0.01% | +166.7% |
| Q4 2020 | $85,000 | +34.9% | 3,924 | +291.2% | 0.00% | 0.0% |
| Q3 2020 | $63,000 | +5.0% | 1,003 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $60,000 | +57.9% | 1,003 | +37.8% | 0.00% | 0.0% |
| Q1 2020 | $38,000 | -24.0% | 728 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $50,000 | +8.7% | 728 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $46,000 | -58.6% | 728 | -57.9% | 0.00% | -57.1% |
| Q2 2019 | $111,000 | +1.8% | 1,728 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $109,000 | +1.9% | 1,728 | -8.0% | 0.01% | -12.5% |
| Q4 2018 | $107,000 | -13.7% | 1,878 | -0.3% | 0.01% | 0.0% |
| Q3 2018 | $124,000 | +59.0% | 1,883 | +55.6% | 0.01% | +33.3% |
| Q2 2018 | $78,000 | -29.1% | 1,210 | -26.2% | 0.01% | -40.0% |
| Q1 2018 | $110,000 | +2.8% | 1,640 | +3.8% | 0.01% | 0.0% |
| Q4 2017 | $107,000 | +40.8% | 1,580 | +37.4% | 0.01% | +25.0% |
| Q3 2017 | $76,000 | +744.4% | 1,150 | +666.7% | 0.01% | +700.0% |
| Q2 2017 | $9,000 | – | 150 | – | 0.00% | – |
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% |