ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 377 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325 | -7.9% | 4,696 | -3.0% | 0.06% | -3.4% |
| Q2 2023 | $353 | -5.1% | 4,839 | -3.6% | 0.06% | -9.2% |
| Q1 2023 | $372 | +4.8% | 5,019 | -2.0% | 0.06% | +1.6% |
| Q4 2022 | $355 | -99.9% | 5,119 | -6.2% | 0.06% | -3.0% |
| Q3 2022 | $317,000 | -13.9% | 5,460 | -7.1% | 0.07% | -15.4% |
| Q2 2022 | $368,000 | -11.5% | 5,879 | +4.3% | 0.08% | -2.5% |
| Q1 2022 | $416,000 | -5.0% | 5,637 | +2.3% | 0.08% | -1.2% |
| Q4 2021 | $438,000 | +20.0% | 5,508 | +18.3% | 0.08% | +22.7% |
| Q3 2021 | $365,000 | +60.1% | 4,655 | +61.5% | 0.07% | +57.1% |
| Q2 2021 | $228,000 | +7.0% | 2,882 | +2.5% | 0.04% | 0.0% |
| Q1 2021 | $213,000 | +79.0% | 2,812 | +72.4% | 0.04% | +68.0% |
| Q4 2020 | $119,000 | +30.8% | 1,631 | +13.2% | 0.02% | +19.0% |
| Q3 2020 | $91,000 | +78.4% | 1,441 | +71.1% | 0.02% | +75.0% |
| Q2 2020 | $51,000 | +13.3% | 842 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $45,000 | -18.2% | 842 | +4.3% | 0.01% | -14.3% |
| Q4 2019 | $55,000 | +1.9% | 807 | -3.6% | 0.01% | -6.7% |
| Q3 2019 | $54,000 | +260.0% | 837 | +263.9% | 0.02% | +275.0% |
| Q2 2019 | $15,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | – | 230 | – | 0.00% | – |
Download | ||||||
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% |