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 | $2,008,918 | -1.4% | 29,060 | +4.0% | 0.57% | -0.4% |
| Q2 2023 | $2,038,394 | +10.4% | 27,950 | +8.7% | 0.57% | +8.2% |
| Q1 2023 | $1,846,791 | +6.8% | 25,707 | -2.2% | 0.53% | +1.2% |
| Q4 2022 | $1,728,765 | +42.9% | 26,297 | +22.0% | 0.52% | +26.5% |
| Q3 2022 | $1,210,000 | +7.3% | 21,555 | +19.9% | 0.41% | +13.2% |
| Q2 2022 | $1,128,000 | -18.0% | 17,975 | -3.7% | 0.36% | -7.9% |
| Q1 2022 | $1,376,000 | -16.5% | 18,665 | -10.0% | 0.39% | -14.7% |
| Q4 2021 | $1,648,000 | +18.3% | 20,740 | +16.7% | 0.46% | +7.4% |
| Q3 2021 | $1,393,000 | +3.0% | 17,770 | +3.8% | 0.43% | +11.7% |
| Q2 2021 | $1,353,000 | +0.8% | 17,115 | -3.2% | 0.38% | -6.1% |
| Q1 2021 | $1,342,000 | +4.8% | 17,685 | +0.8% | 0.41% | +5.1% |
| Q4 2020 | $1,281,000 | +40.2% | 17,540 | +21.8% | 0.39% | +26.2% |
| Q3 2020 | $914,000 | +31.7% | 14,400 | +25.8% | 0.31% | +27.2% |
| Q2 2020 | $694,000 | +10.5% | 11,450 | -3.1% | 0.24% | +1.7% |
| Q1 2020 | $628,000 | -35.9% | 11,815 | -17.1% | 0.24% | -26.7% |
| Q4 2019 | $980,000 | +14.0% | 14,255 | +6.2% | 0.33% | +7.2% |
| Q3 2019 | $860,000 | +19.9% | 13,420 | +20.4% | 0.30% | +17.4% |
| Q2 2019 | $717,000 | +11.2% | 11,145 | +9.1% | 0.26% | +7.5% |
| Q1 2019 | $645,000 | +28.0% | 10,215 | +16.3% | 0.24% | +14.8% |
| Q4 2018 | $504,000 | -55.6% | 8,785 | -48.8% | 0.21% | -53.6% |
| Q3 2018 | $1,136,000 | +38.5% | 17,155 | +36.3% | 0.45% | +28.0% |
| Q2 2018 | $820,000 | +18.3% | 12,585 | +22.2% | 0.35% | +16.4% |
| Q1 2018 | $693,000 | -10.5% | 10,300 | -9.7% | 0.30% | -9.5% |
| Q4 2017 | $774,000 | +90.6% | 11,410 | +86.1% | 0.34% | +83.6% |
| Q3 2017 | $406,000 | +21.2% | 6,130 | +14.5% | 0.18% | +13.0% |
| Q2 2017 | $335,000 | – | 5,355 | – | 0.16% | – |
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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% |