ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,648,578 | +5.5% | 38,313 | +11.3% | 0.08% | +8.6% |
| Q2 2023 | $2,511,272 | +7.2% | 34,434 | +5.6% | 0.07% | +1.4% |
| Q1 2023 | $2,343,279 | +12.1% | 32,618 | +2.6% | 0.07% | +7.8% |
| Q4 2022 | $2,089,677 | +17.0% | 31,787 | -0.1% | 0.06% | +4.9% |
| Q3 2022 | $1,786,000 | -16.8% | 31,828 | -7.0% | 0.06% | -14.1% |
| Q2 2022 | $2,147,000 | -4.2% | 34,219 | +12.6% | 0.07% | +10.9% |
| Q1 2022 | $2,241,000 | +341.1% | 30,387 | +375.5% | 0.06% | +357.1% |
| Q4 2021 | $508,000 | +326.9% | 6,390 | +319.6% | 0.01% | +250.0% |
| Q3 2021 | $119,000 | +95.1% | 1,523 | +98.6% | 0.00% | +100.0% |
| Q2 2021 | $61,000 | – | 767 | – | 0.00% | – |
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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% |