ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $617,222 | -17.7% | 8,928 | -13.1% | 0.10% | -13.4% |
| Q2 2023 | $749,533 | -0.9% | 10,277 | -2.4% | 0.11% | -8.9% |
| Q1 2023 | $756,189 | +100.2% | 10,526 | +83.2% | 0.12% | +83.6% |
| Q4 2022 | $377,677 | +14.1% | 5,745 | -2.6% | 0.07% | +3.1% |
| Q3 2022 | $331,000 | -52.0% | 5,900 | -46.2% | 0.06% | -50.8% |
| Q2 2022 | $689,000 | +14.6% | 10,974 | +34.6% | 0.13% | +7.3% |
| Q1 2022 | $601,000 | -33.1% | 8,155 | -27.8% | 0.12% | -32.0% |
| Q4 2021 | $898,000 | -2.8% | 11,298 | -4.2% | 0.18% | -12.6% |
| Q3 2021 | $924,000 | +42.8% | 11,791 | +44.1% | 0.21% | +36.2% |
| Q2 2021 | $647,000 | – | 8,184 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ellevest, Inc. | 320,976 | $7,667,000 | 3.65% |
| Private Ocean, LLC | 127,466 | $8,053,000 | 2.19% |
| Windsor Capital Management, LLC | 54,047 | $3,414,000 | 1.61% |
| BSW Wealth Partners | 57,869 | $3,656,000 | 1.45% |
| Financial Advisors, LLC | 30,852 | $1,949,000 | 1.33% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,403 | $341,000 | 1.20% |
| Highland Private Wealth Management | 120,220 | $7,596,000 | 1.19% |
| NOTTINGHAM ADVISORS, INC. | 117,149 | $7,401,000 | 1.08% |
| C-J Advisory, Inc. | 22,978 | $1,470,000 | 0.96% |
| Global Trust Asset Management, LLC | 14,440 | $912,000 | 0.68% |