ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 377 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,137,105 | +13.6% | 17,297 | -3.0% | 0.19% | +8.7% |
| Q3 2022 | $1,001,000 | -3.4% | 17,832 | +8.1% | 0.17% | +3.6% |
| Q2 2022 | $1,036,000 | -12.6% | 16,500 | +2.6% | 0.17% | -46.8% |
| Q1 2022 | $1,186,000 | -21.9% | 16,089 | -15.8% | 0.31% | +45.1% |
| Q4 2021 | $1,519,000 | +3.5% | 19,115 | +2.1% | 0.22% | -4.4% |
| Q3 2021 | $1,467,000 | -1.7% | 18,714 | -1.0% | 0.22% | -0.4% |
| Q2 2021 | $1,493,000 | -60.5% | 18,897 | -62.0% | 0.23% | -62.0% |
| Q1 2021 | $3,776,000 | -21.8% | 49,747 | -24.7% | 0.59% | -26.8% |
| Q4 2020 | $4,827,000 | +52.8% | 66,090 | +32.8% | 0.81% | +32.1% |
| Q3 2020 | $3,160,000 | +25.5% | 49,779 | +19.8% | 0.61% | +7.0% |
| Q2 2020 | $2,517,000 | +31.4% | 41,549 | +15.4% | 0.57% | +2.1% |
| Q1 2020 | $1,915,000 | – | 36,015 | – | 0.56% | – |
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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% |