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 | $385,608 | +1822.7% | 5,578 | +1928.4% | 0.01% | – |
| Q2 2023 | $20,056 | +401.4% | 275 | +374.1% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 58 | +20.8% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 48 | +9.1% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 44 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | -66.7% | 44 | -73.2% | 0.00% | – |
| Q1 2020 | $9,000 | -88.8% | 164 | -85.9% | 0.00% | -100.0% |
| Q4 2019 | $80,000 | -85.3% | 1,164 | -86.2% | 0.00% | -85.0% |
| Q2 2019 | $544,000 | – | 8,465 | – | 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% |