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 | $857,834 | -28.9% | 12,409 | -25.0% | 0.00% | -40.0% |
| Q2 2023 | $1,206,262 | +22.5% | 16,540 | +20.7% | 0.01% | +25.0% |
| Q1 2023 | $984,855 | +38.7% | 13,709 | +26.9% | 0.00% | +33.3% |
| Q4 2022 | $710,255 | +69.5% | 10,804 | +44.8% | 0.00% | +50.0% |
| Q3 2022 | $419,000 | +58.7% | 7,463 | +77.6% | 0.00% | +100.0% |
| Q2 2022 | $264,000 | +238.5% | 4,201 | +294.8% | 0.00% | – |
| Q1 2022 | $78,000 | -57.1% | 1,064 | -53.5% | 0.00% | -100.0% |
| Q4 2021 | $182,000 | +18100.0% | 2,289 | +28512.5% | 0.00% | – |
| Q3 2021 | $1,000 | -97.6% | 8 | -98.5% | 0.00% | – |
| Q1 2021 | $41,000 | +355.6% | 542 | +320.2% | 0.00% | – |
| Q4 2020 | $9,000 | -43.8% | 129 | -50.0% | 0.00% | – |
| Q3 2020 | $16,000 | – | 258 | – | 0.00% | – |
Download | ||||||
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% |