ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,765 | -5.2% | 5,696 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $415,408 | -8.9% | 5,696 | -10.3% | 0.02% | -11.5% |
| Q1 2023 | $455,968 | +9.3% | 6,347 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $417,252 | +22.4% | 6,347 | +4.6% | 0.03% | +13.0% |
| Q3 2022 | $341,000 | +63.9% | 6,068 | +115.2% | 0.02% | +109.1% |
| Q1 2022 | $208,000 | -7.1% | 2,820 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $224,000 | – | 2,820 | – | 0.01% | – |
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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% |