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 | $831,357 | +29.6% | 12,026 | +36.7% | 0.03% | -39.1% |
| Q2 2023 | $641,492 | -7.1% | 8,796 | -8.5% | 0.05% | -11.5% |
| Q1 2023 | $690,885 | -68.7% | 9,617 | -71.4% | 0.05% | -71.4% |
| Q4 2022 | $2,207,746 | +21.2% | 33,583 | +3.4% | 0.18% | +5.8% |
| Q3 2022 | $1,822,000 | -13.1% | 32,466 | -2.8% | 0.17% | -10.9% |
| Q2 2022 | $2,096,000 | +45.8% | 33,400 | +71.3% | 0.19% | +72.3% |
| Q1 2022 | $1,438,000 | +0.8% | 19,497 | +8.6% | 0.11% | +7.7% |
| Q4 2021 | $1,426,000 | – | 17,949 | – | 0.10% | – |
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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% |