ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,799,166 | -25.6% | 26,026 | -21.5% | 0.49% | -24.6% |
| Q2 2023 | $2,418,532 | -30.0% | 33,162 | -31.0% | 0.66% | -39.1% |
| Q1 2023 | $3,453,798 | -8.4% | 48,076 | -16.2% | 1.08% | -16.9% |
| Q4 2022 | $3,772,572 | +15.0% | 57,386 | -1.8% | 1.29% | +12.7% |
| Q3 2022 | $3,280,000 | -8.0% | 58,434 | +2.9% | 1.15% | -5.5% |
| Q2 2022 | $3,566,000 | +10.8% | 56,812 | +30.2% | 1.21% | +20.7% |
| Q1 2022 | $3,218,000 | -11.2% | 43,644 | -4.3% | 1.01% | -8.0% |
| Q4 2021 | $3,622,000 | +13.1% | 45,587 | +11.6% | 1.09% | +1.9% |
| Q3 2021 | $3,202,000 | +5.5% | 40,848 | +6.3% | 1.07% | +4.4% |
| Q2 2021 | $3,036,000 | +14.0% | 38,415 | +9.4% | 1.03% | +5.4% |
| Q1 2021 | $2,664,000 | +22.9% | 35,101 | +18.3% | 0.98% | +10.9% |
| Q4 2020 | $2,167,000 | +72.1% | 29,662 | +49.5% | 0.88% | +23.6% |
| Q3 2020 | $1,259,000 | +43.1% | 19,840 | +36.5% | 0.71% | +23.8% |
| Q2 2020 | $880,000 | +13.0% | 14,531 | +3.0% | 0.58% | +1.1% |
| Q1 2020 | $779,000 | +29.6% | 14,112 | +61.4% | 0.57% | +44.1% |
| Q4 2019 | $601,000 | – | 8,745 | – | 0.40% | – |
Download | ||||||
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% |