ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,976,772 | -2.1% | 28,595 | +3.3% | 2.05% | +1.9% |
| Q2 2023 | $2,018,702 | +5.4% | 27,680 | +3.8% | 2.01% | +0.1% |
| Q1 2023 | $1,914,895 | +17.9% | 26,655 | +7.8% | 2.01% | +12.5% |
| Q4 2022 | $1,624,764 | +19.4% | 24,715 | +1.9% | 1.78% | +7.5% |
| Q3 2022 | $1,361,000 | -8.9% | 24,245 | +1.8% | 1.66% | -5.0% |
| Q2 2022 | $1,494,000 | -14.5% | 23,810 | +0.5% | 1.75% | +2.3% |
| Q1 2022 | $1,747,000 | +0.6% | 23,694 | +8.5% | 1.71% | +5.6% |
| Q4 2021 | $1,736,000 | – | 21,843 | – | 1.62% | – |
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% |