ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 536 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,017,697 | -10.5% | 29,187 | -5.6% | 0.65% | -9.0% |
| Q2 2023 | $2,253,975 | -1.0% | 30,906 | -2.5% | 0.72% | -7.2% |
| Q1 2023 | $2,276,322 | +8.8% | 31,686 | -0.4% | 0.78% | +3.1% |
| Q4 2022 | $2,091,715 | +25.4% | 31,818 | +7.1% | 0.75% | +13.8% |
| Q3 2022 | $1,668,000 | -2.9% | 29,720 | +8.5% | 0.66% | -0.6% |
| Q2 2022 | $1,718,000 | -5.1% | 27,382 | +11.5% | 0.66% | +5.2% |
| Q1 2022 | $1,810,000 | -3.3% | 24,555 | +4.2% | 0.63% | -2.9% |
| Q4 2021 | $1,872,000 | – | 23,558 | – | 0.65% | – |
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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% |