ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,594,898 | -5.2% | 23,071 | 0.0% | 0.42% | +2.2% |
| Q2 2023 | $1,682,568 | -9.5% | 23,071 | -10.9% | 0.41% | -18.4% |
| Q1 2023 | $1,859,794 | +9.3% | 25,888 | 0.0% | 0.50% | -1.6% |
| Q4 2022 | $1,701,877 | +17.1% | 25,888 | 0.0% | 0.51% | +9.7% |
| Q3 2022 | $1,453,000 | +17.6% | 25,888 | +31.4% | 0.46% | +25.1% |
| Q2 2022 | $1,236,000 | – | 19,700 | – | 0.37% | – |
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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% |