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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,625 | -74.5% | 36 | -74.8% | 0.00% | -70.0% |
| Q1 2023 | $10,309 | +18.3% | 143 | +8.3% | 0.01% | +42.9% |
| Q4 2022 | $8,711 | -51.6% | 132 | -58.5% | 0.01% | -50.0% |
| Q3 2022 | $18,000 | +12.5% | 318 | +28.2% | 0.01% | +16.7% |
| Q2 2022 | $16,000 | 0.0% | 248 | +16.4% | 0.01% | +9.1% |
| Q1 2022 | $16,000 | +220.0% | 213 | +273.7% | 0.01% | +266.7% |
| Q4 2021 | $5,000 | +150.0% | 57 | +128.0% | 0.00% | +200.0% |
| Q3 2021 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -60.0% | 25 | -62.7% | 0.00% | -66.7% |
| Q1 2021 | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | – | 67 | – | 0.00% | – |
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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% |