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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,110,836 | +12.0% | 59,465 | +18.2% | 0.28% | +6.5% |
| Q2 2023 | $3,668,839 | +175.7% | 50,306 | +171.6% | 0.26% | +154.9% |
| Q1 2023 | $1,330,630 | +7.0% | 18,522 | -2.1% | 0.10% | -15.7% |
| Q4 2022 | $1,243,585 | +209.3% | 18,916 | +163.9% | 0.12% | +188.1% |
| Q3 2022 | $402,000 | -44.9% | 7,168 | -38.4% | 0.04% | -39.1% |
| Q2 2022 | $730,000 | -4.2% | 11,644 | +12.6% | 0.07% | +7.8% |
| Q1 2022 | $762,000 | – | 10,339 | – | 0.06% | – |
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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% |