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 | $1,696,731 | +11.1% | 24,544 | +17.2% | 0.02% | +21.4% |
| Q2 2023 | $1,527,816 | +21.3% | 20,949 | +19.5% | 0.01% | +7.7% |
| Q1 2023 | $1,259,426 | +56.9% | 17,531 | +43.5% | 0.01% | +62.5% |
| Q4 2022 | $802,948 | +4.6% | 12,214 | -10.8% | 0.01% | -11.1% |
| Q3 2022 | $768,000 | -16.0% | 13,689 | -6.0% | 0.01% | -10.0% |
| Q2 2022 | $914,000 | -16.2% | 14,562 | -1.6% | 0.01% | 0.0% |
| Q1 2022 | $1,091,000 | +47.0% | 14,796 | +58.5% | 0.01% | +42.9% |
| Q4 2021 | $742,000 | +115.7% | 9,337 | +112.8% | 0.01% | +133.3% |
| Q3 2021 | $344,000 | +1.2% | 4,387 | +1.9% | 0.00% | 0.0% |
| Q2 2021 | $340,000 | – | 4,307 | – | 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% |