ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,157 | -5.2% | 4,935 | 0.0% | 0.03% | -8.3% |
| Q2 2023 | $359,910 | +1.5% | 4,935 | 0.0% | 0.04% | -7.7% |
| Q1 2023 | $354,530 | +9.3% | 4,935 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $324,427 | -81.2% | 4,935 | -83.4% | 0.04% | -82.1% |
| Q3 2022 | $1,726,000 | +23.8% | 29,705 | +31.2% | 0.22% | +10.1% |
| Q2 2022 | $1,394,000 | +262.1% | 22,643 | +334.2% | 0.20% | +247.4% |
| Q1 2022 | $385,000 | – | 5,215 | – | 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% |