ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $396,911 | +3.3% | 5,442 | +1.8% | 0.20% | -11.6% |
| Q1 2023 | $384,112 | +24.2% | 5,347 | +13.6% | 0.22% | +31.0% |
| Q4 2022 | $309,357 | +17.2% | 4,706 | +0.0% | 0.17% | -11.4% |
| Q3 2022 | $264,000 | -6.4% | 4,705 | +4.8% | 0.19% | +3.8% |
| Q2 2022 | $282,000 | -27.1% | 4,491 | -14.5% | 0.19% | -44.8% |
| Q1 2022 | $387,000 | -24.3% | 5,255 | -18.4% | 0.34% | +4.3% |
| Q4 2021 | $511,000 | +49.4% | 6,437 | +47.6% | 0.32% | -1.8% |
| Q3 2021 | $342,000 | +7.9% | 4,360 | +8.8% | 0.33% | +11.5% |
| Q2 2021 | $317,000 | +6.7% | 4,006 | +2.3% | 0.30% | -8.7% |
| Q1 2021 | $297,000 | +9.6% | 3,915 | +5.3% | 0.32% | -5.0% |
| Q4 2020 | $271,000 | – | 3,717 | – | 0.34% | – |
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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% |