ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 321 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,577,877 | -3.7% | 239,807 | +1.5% | 6.85% | -2.4% |
| Q2 2023 | $17,223,388 | -2.1% | 236,163 | -3.6% | 7.02% | -3.3% |
| Q1 2023 | $17,599,426 | +9.8% | 244,981 | +0.5% | 7.25% | +8.1% |
| Q4 2022 | $16,029,508 | +9.4% | 243,832 | -1.2% | 6.71% | +14.7% |
| Q3 2022 | $14,648,000 | -6.5% | 246,881 | -1.1% | 5.85% | -4.3% |
| Q2 2022 | $15,671,000 | -14.7% | 249,702 | +0.2% | 6.11% | -5.6% |
| Q1 2022 | $18,366,000 | -20.2% | 249,108 | -14.0% | 6.48% | -16.6% |
| Q4 2021 | $23,022,000 | +1.9% | 289,740 | +0.5% | 7.77% | -4.7% |
| Q3 2021 | $22,602,000 | +0.2% | 288,351 | +1.1% | 8.15% | -0.5% |
| Q2 2021 | $22,548,000 | +3.2% | 285,336 | -0.9% | 8.18% | -3.6% |
| Q1 2021 | $21,853,000 | +4.7% | 287,927 | +0.7% | 8.49% | -4.2% |
| Q4 2020 | $20,874,000 | – | 285,790 | – | 8.87% | – |
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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% |