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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,037,469 | -3.8% | 72,869 | +1.4% | 1.61% | +0.4% |
| Q2 2023 | $5,238,817 | -4.6% | 71,833 | -6.1% | 1.61% | -4.9% |
| Q1 2023 | $5,493,641 | +114327.0% | 76,470 | +4.7% | 1.69% | +9.5% |
| Q4 2022 | $4,801 | -99.9% | 73,028 | -2.3% | 1.54% | +8.9% |
| Q3 2022 | $4,195,000 | -11.5% | 74,734 | -1.1% | 1.42% | -4.3% |
| Q2 2022 | $4,742,000 | -13.7% | 75,559 | +1.4% | 1.48% | +0.5% |
| Q1 2022 | $5,496,000 | -2.8% | 74,549 | +4.8% | 1.47% | +4.3% |
| Q4 2021 | $5,652,000 | -1.2% | 71,125 | -2.5% | 1.41% | -5.4% |
| Q3 2021 | $5,718,000 | -4.6% | 72,956 | -3.8% | 1.49% | -3.4% |
| Q2 2021 | $5,994,000 | +4.3% | 75,840 | +0.1% | 1.54% | -3.1% |
| Q1 2021 | $5,748,000 | -3.3% | 75,733 | -6.9% | 1.60% | -8.1% |
| Q4 2020 | $5,944,000 | +22.3% | 81,378 | +6.3% | 1.74% | +6.6% |
| Q3 2020 | $4,859,000 | +7.7% | 76,537 | +2.8% | 1.63% | -2.7% |
| Q2 2020 | $4,511,000 | – | 74,467 | – | 1.67% | – |
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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% |