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 | $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 ↓ |
|---|---|---|---|
| BANK HAPOALIM BM | 9,776 | $154,000,000 | 7.18% |
| SPINNAKER TRUST | 964,835 | $61,247,000 | 5.43% |
| Tillar-Wenstrup Advisors, LLC | 101,142 | $6,420,000 | 3.72% |
| Ellevest, Inc. | 260,155 | $16,515,000 | 2.96% |
| C-J Advisory, Inc. | 63,878 | $4,054,000 | 2.95% |
| Private Ocean, LLC | 194,914 | $12,373,000 | 2.90% |
| Highland Private Wealth Management | 221,993 | $14,092,000 | 2.77% |
| Roof Eidam Maycock Peralta, LLC | 96,995 | $6,157,000 | 2.40% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 658,701 | $41,814,000 | 2.29% |
| Windsor Capital Management, LLC | 85,665 | $5,438,000 | 2.27% |