ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,000 | +1.5% | 2,827 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $203,000 | -16.8% | 2,821 | -24.0% | 0.01% | -25.0% |
| Q4 2022 | $243,980 | +1.2% | 3,710 | +22.3% | 0.01% | -14.3% |
| Q1 2022 | $241,000 | +1.7% | 3,033 | +0.1% | 0.01% | -6.7% |
| Q4 2021 | $237,000 | 0.0% | 3,029 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $237,000 | +3.0% | 3,029 | +0.1% | 0.02% | -5.9% |
| Q2 2021 | $230,000 | 0.0% | 3,026 | 0.0% | 0.02% | -22.7% |
| Q1 2021 | $230,000 | +4.1% | 3,026 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $221,000 | – | 3,026 | – | 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% |