ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 537 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $977,064 | -5.2% | 14,134 | 0.0% | 0.80% | -2.7% |
| Q2 2023 | $1,030,772 | +3.2% | 14,134 | +1.6% | 0.82% | -8.6% |
| Q1 2023 | $999,030 | +12.2% | 13,906 | +2.7% | 0.90% | -2.8% |
| Q4 2022 | $890,206 | +17.3% | 13,541 | +0.2% | 0.93% | +4.2% |
| Q3 2022 | $759,000 | -10.6% | 13,520 | 0.0% | 0.89% | -6.2% |
| Q2 2022 | $849,000 | -13.8% | 13,520 | +1.2% | 0.95% | +1.9% |
| Q1 2022 | $985,000 | -7.2% | 13,366 | +0.1% | 0.93% | -4.3% |
| Q4 2021 | $1,061,000 | – | 13,355 | – | 0.97% | – |
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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% |