ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $669,891 | +132.6% | 10,190 | +98.5% | 0.10% | +3.2% |
| Q3 2022 | $288,000 | -99.9% | 5,133 | -4.7% | 0.09% | -17.0% |
| Q2 2022 | $337,963,000 | +78496.0% | 5,385 | -7.7% | 0.11% | -3.4% |
| Q1 2022 | $430,000 | +50.3% | 5,832 | +59.7% | 0.12% | +13.7% |
| Q3 2021 | $286,000 | +16.3% | 3,652 | +17.3% | 0.10% | +9.7% |
| Q2 2021 | $246,000 | +43.0% | 3,114 | +37.3% | 0.09% | -4.1% |
| Q1 2021 | $172,000 | – | 2,268 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ellevest, Inc. | 320,976 | $7,667,000 | 3.65% |
| Private Ocean, LLC | 127,466 | $8,053,000 | 2.19% |
| Windsor Capital Management, LLC | 54,047 | $3,414,000 | 1.61% |
| BSW Wealth Partners | 57,869 | $3,656,000 | 1.45% |
| Financial Advisors, LLC | 30,852 | $1,949,000 | 1.33% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,403 | $341,000 | 1.20% |
| Highland Private Wealth Management | 120,220 | $7,596,000 | 1.19% |
| NOTTINGHAM ADVISORS, INC. | 117,149 | $7,401,000 | 1.08% |
| C-J Advisory, Inc. | 22,978 | $1,470,000 | 0.96% |
| Global Trust Asset Management, LLC | 14,440 | $912,000 | 0.68% |