ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VERITY Wealth Advisors | 7,335 | $507,069 | 0.48% |
| Apella Capital, LLC | 95,781 | $6,621,328 | 0.47% |
| Brewster Financial Planning LLC | 6,758 | $467,181 | 0.47% |
| Dentgroup LLC | 9,018 | $623,420 | 0.46% |
| Windham Capital Management, LLC | 16,072 | $1,111,037 | 0.45% |
| Talisman Wealth Advisors LLC | 3,682 | $254,549 | 0.44% |
| Quent Capital, LLC | 40,710 | $2,814,251 | 0.44% |
| Levy Wealth Management Group, LLC | 19,722 | $1,363,351 | 0.42% |
| Sand Hill Global Advisors, LLC | 110,218 | $7,619,389 | 0.42% |
| WealthShield Partners, LLC | 40,314 | $2,786,907 | 0.42% |
| CFM WEALTH PARTNERS LLC | 23,071 | $1,594,898 | 0.42% |
| Omega Financial Group, LLC | 12,175 | $841,639 | 0.41% |
| Vision Capital Management, Inc. | 31,644 | $2,187,550 | 0.40% |
| Baystate Wealth Management LLC | 70,451 | $4,870,314 | 0.40% |
| Aufman Associates Inc | 6,861 | $474,335 | 0.40% |
| EP Wealth Advisors, LLC | 370,036 | $25,580,555 | 0.40% |
| JNBA Financial Advisors | 44,967 | $3,108,569 | 0.39% |
| REGATTA CAPITAL GROUP, LLC | 17,481 | $1,208,482 | 0.38% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 220,562 | $15,247,451 | 0.37% |
| ALESCO ADVISORS LLC | 134,644 | $9,307,940 | 0.36% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.