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 | $4,907,194 | -12.4% | 70,985 | -7.6% | 0.28% | -7.9% |
| Q2 2023 | $5,604,088 | +37.3% | 76,842 | +35.3% | 0.30% | +26.4% |
| Q1 2023 | $4,080,369 | -0.2% | 56,798 | -8.7% | 0.24% | -9.1% |
| Q4 2022 | $4,089,620 | +306.1% | 62,209 | +246.7% | 0.26% | +270.4% |
| Q3 2022 | $1,007,000 | -69.1% | 17,943 | -65.4% | 0.07% | -68.0% |
| Q2 2022 | $3,257,000 | +9.6% | 51,892 | +28.7% | 0.22% | +30.6% |
| Q1 2022 | $2,971,000 | +67.2% | 40,307 | +80.3% | 0.17% | +70.0% |
| Q4 2021 | $1,777,000 | +47.8% | 22,358 | +45.7% | 0.10% | +35.1% |
| Q3 2021 | $1,202,000 | -0.7% | 15,341 | +0.1% | 0.07% | 0.0% |
| Q2 2021 | $1,211,000 | – | 15,325 | – | 0.07% | – |
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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% |