ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 321 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,093,567 | +232.0% | 44,750 | +250.3% | 0.10% | +250.0% |
| Q2 2023 | $931,754 | +6.9% | 12,776 | +5.3% | 0.03% | 0.0% |
| Q1 2023 | $871,850 | +109704.8% | 12,136 | +0.5% | 0.03% | +3.4% |
| Q4 2022 | $794 | -99.9% | 12,072 | -0.3% | 0.03% | +11.5% |
| Q3 2022 | $680,000 | -13.7% | 12,114 | -3.5% | 0.03% | -10.3% |
| Q2 2022 | $788,000 | +22.0% | 12,553 | +43.3% | 0.03% | +45.0% |
| Q1 2022 | $646,000 | -6.8% | 8,762 | +0.4% | 0.02% | 0.0% |
| Q4 2021 | $693,000 | +4.1% | 8,723 | +2.7% | 0.02% | -25.9% |
| Q3 2021 | $666,000 | +13.5% | 8,497 | +14.4% | 0.03% | +12.5% |
| Q2 2021 | $587,000 | +9.7% | 7,427 | +5.4% | 0.02% | +4.3% |
| Q1 2021 | $535,000 | +56.0% | 7,044 | +50.2% | 0.02% | +43.8% |
| Q4 2020 | $343,000 | – | 4,691 | – | 0.02% | – |
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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% |