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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,619,683 | -5.1% | 1,166,204 | +0.1% | 6.07% | -1.7% |
| Q2 2023 | $84,940,696 | +1.0% | 1,164,688 | -0.5% | 6.17% | -3.2% |
| Q1 2023 | $84,099,280 | +109484.2% | 1,170,647 | +0.3% | 6.37% | +6.6% |
| Q4 2022 | $76,744 | -99.9% | 1,167,381 | -13.2% | 5.98% | -4.5% |
| Q3 2022 | $75,531,000 | -4.0% | 1,345,642 | +7.3% | 6.26% | +3.2% |
| Q2 2022 | $78,703,000 | -11.9% | 1,254,031 | +3.5% | 6.07% | +0.8% |
| Q1 2022 | $89,323,000 | -2.0% | 1,211,491 | +5.6% | 6.02% | +3.1% |
| Q4 2021 | $91,157,000 | +2.1% | 1,147,209 | +0.7% | 5.84% | -6.0% |
| Q3 2021 | $89,270,000 | +3.1% | 1,138,938 | +3.9% | 6.21% | +2.9% |
| Q2 2021 | $86,627,000 | +17.5% | 1,096,122 | +12.9% | 6.03% | +9.1% |
| Q1 2021 | $73,702,000 | +5.8% | 971,042 | +1.8% | 5.53% | -0.4% |
| Q4 2020 | $69,677,000 | +13.8% | 953,962 | -1.1% | 5.56% | +2.3% |
| Q3 2020 | $61,247,000 | +4.4% | 964,835 | -0.4% | 5.43% | -2.4% |
| Q2 2020 | $58,682,000 | – | 968,681 | – | 5.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |