ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,942 | -5.2% | 3,630 | 0.0% | 0.11% | +1.9% |
| Q2 2023 | $264,736 | -24.5% | 3,630 | -25.6% | 0.10% | -28.6% |
| Q1 2023 | $350,579 | +9.3% | 4,880 | 0.0% | 0.15% | +1.4% |
| Q4 2022 | $320,811 | -52.2% | 4,880 | -59.2% | 0.14% | -56.8% |
| Q3 2022 | $671,000 | -10.2% | 11,955 | +0.4% | 0.34% | -5.1% |
| Q2 2022 | $747,000 | -28.2% | 11,905 | -15.6% | 0.35% | -20.6% |
| Q1 2022 | $1,040,000 | +268.8% | 14,105 | +297.9% | 0.45% | +203.4% |
| Q4 2021 | $282,000 | +1.4% | 3,545 | 0.0% | 0.15% | -6.4% |
| Q3 2021 | $278,000 | – | 3,545 | – | 0.16% | – |
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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% |