ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,070,871 | -11.8% | 89,120 | -5.5% | 2.71% | -8.2% |
| Q2 2023 | $6,880,181 | +14.6% | 94,340 | +12.9% | 2.95% | -2.8% |
| Q1 2023 | $6,003,563 | +148.5% | 83,569 | +127.4% | 3.04% | +123.6% |
| Q4 2022 | $2,416,111 | +415.2% | 36,753 | +339.8% | 1.36% | +328.4% |
| Q3 2022 | $469,000 | -73.8% | 8,357 | -70.8% | 0.32% | -69.0% |
| Q2 2022 | $1,793,000 | +62.3% | 28,575 | +90.7% | 1.02% | +91.9% |
| Q1 2022 | $1,105,000 | -1.1% | 14,984 | +6.6% | 0.53% | +6.4% |
| Q4 2021 | $1,117,000 | -4.5% | 14,062 | -2.7% | 0.50% | -9.7% |
| Q3 2021 | $1,170,000 | +33.4% | 14,458 | +30.3% | 0.55% | +20.2% |
| Q2 2021 | $877,000 | +43.1% | 11,100 | +37.4% | 0.46% | +29.1% |
| Q1 2021 | $613,000 | +0.8% | 8,077 | -1.3% | 0.36% | -0.6% |
| Q4 2020 | $608,000 | – | 8,187 | – | 0.36% | – |
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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% |