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 | $52,884 | -18.9% | 765 | -14.4% | 0.02% | -11.8% |
| Q2 2023 | $65,199 | +1.5% | 894 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $64,225 | +9.3% | 894 | 0.0% | 0.02% | +5.9% |
| Q4 2022 | $58,772 | +17.5% | 894 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $50,000 | -10.7% | 894 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $56,000 | +86.7% | 894 | +118.6% | 0.02% | +100.0% |
| Q1 2022 | $30,000 | -6.2% | 409 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $32,000 | -3.0% | 409 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $33,000 | 0.0% | 409 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $33,000 | +3.1% | 409 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $32,000 | +6.7% | 409 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $30,000 | +15.4% | 409 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | +4.0% | 409 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $25,000 | – | 409 | – | 0.01% | – |
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% |