ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 123 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,133,780 | -5.1% | 30,866 | +0.1% | 0.53% | -1.5% |
| Q2 2023 | $2,249,102 | +2.5% | 30,839 | +1.0% | 0.54% | -3.6% |
| Q1 2023 | $2,193,915 | +5.3% | 30,539 | -3.7% | 0.56% | -2.5% |
| Q4 2022 | $2,084,412 | +7.3% | 31,707 | -8.8% | 0.57% | -15.6% |
| Q3 2022 | $1,942,000 | +4.1% | 34,781 | +17.0% | 0.68% | +2.4% |
| Q2 2022 | $1,865,000 | -30.9% | 29,722 | -18.8% | 0.66% | -21.7% |
| Q1 2022 | $2,698,000 | -30.8% | 36,599 | -25.5% | 0.84% | -29.2% |
| Q4 2021 | $3,901,000 | +11.4% | 49,099 | +9.9% | 1.19% | +0.4% |
| Q3 2021 | $3,501,000 | +13.3% | 44,663 | +14.2% | 1.18% | +9.2% |
| Q2 2021 | $3,090,000 | +17.8% | 39,096 | +13.1% | 1.08% | +3.5% |
| Q1 2021 | $2,623,000 | +13.9% | 34,564 | +9.7% | 1.05% | +2.3% |
| Q4 2020 | $2,302,000 | +17.2% | 31,513 | +1.8% | 1.02% | -1.0% |
| Q3 2020 | $1,964,000 | +12.1% | 30,943 | +7.0% | 1.03% | +5.8% |
| Q2 2020 | $1,752,000 | +3.7% | 28,926 | -9.0% | 0.98% | -14.5% |
| Q1 2020 | $1,689,000 | -23.6% | 31,775 | -1.2% | 1.14% | -8.9% |
| Q4 2019 | $2,211,000 | +7.5% | 32,166 | +0.3% | 1.25% | -0.6% |
| Q3 2019 | $2,056,000 | -1.2% | 32,062 | -1.0% | 1.26% | -5.7% |
| Q2 2019 | $2,082,000 | +6.8% | 32,372 | +4.9% | 1.34% | +0.4% |
| Q1 2019 | $1,949,000 | +34.6% | 30,852 | +22.3% | 1.33% | +13.1% |
| Q4 2018 | $1,448,000 | – | 25,236 | – | 1.18% | – |
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% |