ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 245 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,052,817 | +67.3% | 275,609 | +76.5% | 0.00% | +100.0% |
| Q2 2023 | $11,387,089 | -7.7% | 156,137 | -9.1% | 0.00% | 0.0% |
| Q1 2023 | $12,336,686 | +267.4% | 171,724 | +236.2% | 0.00% | – |
| Q4 2022 | $3,358,032 | +213.2% | 51,081 | +167.4% | 0.00% | – |
| Q3 2022 | $1,072,000 | +335.8% | 19,106 | +386.4% | 0.00% | – |
| Q2 2022 | $246,000 | -53.9% | 3,928 | -45.8% | 0.00% | – |
| Q1 2022 | $534,000 | -12.0% | 7,251 | -5.1% | 0.00% | – |
| Q4 2021 | $607,000 | +833.8% | 7,644 | +817.6% | 0.00% | – |
| Q3 2021 | $65,000 | +4.8% | 833 | +6.1% | 0.00% | – |
| Q2 2021 | $62,000 | +244.4% | 785 | +236.9% | 0.00% | – |
| Q1 2021 | $18,000 | +20.0% | 233 | +9.4% | 0.00% | – |
| Q4 2020 | $15,000 | +650.0% | 213 | +610.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -66.7% | 30 | -66.3% | 0.00% | – |
| Q4 2019 | $6,000 | +500.0% | 89 | +641.7% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -50.0% | 12 | -58.6% | 0.00% | – |
| Q1 2019 | $2,000 | – | 29 | +2800.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
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% |