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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $886,464 | +1.5% | 12,155 | 0.0% | 2.14% | +17.4% |
Q1 2023 | $873,215 | +9.3% | 12,155 | 0.0% | 1.82% | +2.0% |
Q4 2022 | $799,070 | +23.5% | 12,155 | +5.4% | 1.79% | +258.5% |
Q3 2022 | $647,000 | -5.5% | 11,530 | +5.6% | 0.50% | +33.1% |
Q2 2022 | $685,000 | – | 10,915 | – | 0.38% | – |
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% |