ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $514,015 | +8.6% | 7,155 | -0.6% | 0.01% | +22.2% |
| Q4 2022 | $473,196 | +17.1% | 7,198 | -0.0% | 0.01% | +12.5% |
| Q3 2022 | $404,000 | -10.0% | 7,201 | +0.6% | 0.01% | -11.1% |
| Q2 2022 | $449,000 | -15.0% | 7,155 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $528,000 | -7.2% | 7,155 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $569,000 | +1.4% | 7,155 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $561,000 | – | 7,155 | – | 0.01% | – |
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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% |