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 | $3,007,570 | -6.5% | 43,506 | -1.4% | 0.08% | -6.7% |
| Q2 2023 | $3,217,453 | +0.9% | 44,117 | -0.6% | 0.09% | -4.3% |
| Q1 2023 | $3,187,685 | +19.1% | 44,372 | +9.0% | 0.09% | -6.0% |
| Q4 2022 | $2,676,867 | +8.0% | 40,719 | -7.8% | 0.10% | -67.3% |
| Q3 2022 | $2,479,000 | -1.5% | 44,170 | +10.1% | 0.31% | +191.4% |
| Q2 2022 | $2,517,000 | -13.5% | 40,109 | +1.6% | 0.10% | +1.0% |
| Q1 2022 | $2,909,000 | +3.7% | 39,460 | +11.8% | 0.10% | +2.0% |
| Q4 2021 | $2,805,000 | +3.5% | 35,304 | +2.2% | 0.10% | -3.8% |
| Q3 2021 | $2,709,000 | +17.5% | 34,559 | +18.5% | 0.11% | +12.8% |
| Q2 2021 | $2,305,000 | +84.4% | 29,161 | +77.1% | 0.09% | +59.3% |
| Q1 2021 | $1,250,000 | – | 16,469 | – | 0.06% | – |
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% |