ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 537 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,929 | -1.9% | 9,054 | +3.5% | 0.35% | -1.7% |
| Q2 2023 | $638,092 | +1.7% | 8,749 | +0.2% | 0.36% | -5.3% |
| Q1 2023 | $627,237 | +9.3% | 8,731 | 0.0% | 0.38% | 0.0% |
| Q4 2022 | $574,000 | +14.3% | 8,731 | -2.4% | 0.38% | +1.3% |
| Q3 2022 | $502,000 | -0.2% | 8,950 | +11.6% | 0.37% | +0.3% |
| Q2 2022 | $503,000 | -7.9% | 8,021 | +8.3% | 0.37% | -12.1% |
| Q1 2022 | $546,000 | -7.1% | 7,403 | 0.0% | 0.42% | -6.0% |
| Q4 2021 | $588,000 | – | 7,403 | – | 0.45% | – |
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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% |