ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $894,692 | -5.2% | 12,942 | 0.0% | 0.03% | -3.3% |
| Q2 2023 | $943,873 | +1.5% | 12,942 | 0.0% | 0.03% | -3.2% |
| Q1 2023 | $929,766 | +4.8% | 12,942 | -4.1% | 0.03% | -3.1% |
| Q4 2022 | $887,369 | -27.4% | 13,498 | -30.7% | 0.03% | +28.0% |
| Q2 2022 | $1,222,000 | +71.1% | 19,474 | +101.2% | 0.02% | 0.0% |
| Q1 2022 | $714,000 | -4.7% | 9,678 | +2.6% | 0.02% | +4.2% |
| Q4 2021 | $749,000 | +2.0% | 9,432 | +0.7% | 0.02% | -33.3% |
| Q3 2021 | $734,000 | -0.8% | 9,367 | +0.0% | 0.04% | +20.0% |
| Q2 2021 | $740,000 | – | 9,366 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 338,787 | $23,420,354 | 16.89% |
| Dunhill Financial, LLC | 318,114 | $22,147,068 | 13.97% |
| Forefront Analytics, LLC | 344,925 | $23,844,842 | 13.52% |
| High Note Wealth, LLC | 239,807 | $16,577,877 | 6.85% |
| Laurel Wealth Planning LLC | 123,130 | $8,512 | 6.62% |
| SPINNAKER TRUST | 1,166,204 | $80,619,683 | 6.07% |
| Financial Network Wealth Management LLC | 163,350 | $11,127 | 5.43% |
| Shira Ridge Wealth Management | 100,446 | $6,943,847 | 4.56% |
| Bond & Devick Financial Network, Inc. | 101,025 | $6,983,866 | 4.49% |
| Ellevest, Inc. | 733,218 | $50,687,357 | 3.90% |