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 | $314 | -5.1% | 4,544 | 0.0% | 0.09% | -1.1% |
Q2 2023 | $331 | -4.9% | 4,544 | -6.2% | 0.09% | -10.8% |
Q1 2023 | $348 | +2.7% | 4,846 | -6.0% | 0.10% | -12.1% |
Q4 2022 | $339 | -99.9% | 5,154 | -7.0% | 0.12% | +4.5% |
Q3 2022 | $311,000 | -10.6% | 5,544 | +0.1% | 0.11% | -7.5% |
Q2 2022 | $348,000 | -14.9% | 5,539 | -0.2% | 0.12% | +6.2% |
Q1 2022 | $409,000 | -12.8% | 5,549 | -6.0% | 0.11% | -16.3% |
Q4 2021 | $469,000 | +11.9% | 5,904 | +10.4% | 0.14% | -11.8% |
Q3 2021 | $419,000 | +11.7% | 5,347 | +12.7% | 0.15% | +7.7% |
Q2 2021 | $375,000 | +7.4% | 4,744 | +3.3% | 0.14% | -4.1% |
Q1 2021 | $349,000 | – | 4,594 | – | 0.15% | – |
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% |