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 | $235,929 | -4.2% | 3,413 | +1.1% | 0.02% | 0.0% |
| Q2 2023 | $246,194 | +10.7% | 3,376 | +9.0% | 0.02% | +5.0% |
| Q1 2023 | $222,468 | -24.6% | 3,097 | -31.0% | 0.02% | -31.0% |
| Q4 2022 | $294,929 | +17.5% | 4,486 | +0.2% | 0.03% | +16.0% |
| Q3 2022 | $251,000 | +83.2% | 4,476 | +105.3% | 0.02% | +92.3% |
| Q2 2022 | $137,000 | -25.5% | 2,180 | -12.7% | 0.01% | +18.2% |
| Q1 2022 | $184,000 | +72.0% | 2,496 | +85.7% | 0.01% | +57.1% |
| Q4 2021 | $107,000 | +81.4% | 1,344 | +77.8% | 0.01% | +75.0% |
| Q3 2021 | $59,000 | +43.9% | 756 | +45.4% | 0.00% | +33.3% |
| Q2 2021 | $41,000 | +192.9% | 520 | +179.6% | 0.00% | +200.0% |
| Q1 2021 | $14,000 | +75.0% | 186 | +66.1% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | -90.2% | 112 | -91.3% | 0.00% | -85.7% |
| Q3 2020 | $82,000 | +32.3% | 1,289 | +26.0% | 0.01% | +40.0% |
| Q2 2020 | $62,000 | +29.2% | 1,023 | +12.9% | 0.01% | +25.0% |
| Q1 2020 | $48,000 | 0.0% | 906 | +30.0% | 0.00% | 0.0% |
| Q4 2019 | $48,000 | -46.1% | 697 | -49.6% | 0.00% | -50.0% |
| Q3 2019 | $89,000 | +97.8% | 1,383 | +99.0% | 0.01% | +60.0% |
| Q2 2019 | $45,000 | +2.3% | 695 | +0.3% | 0.01% | 0.0% |
| Q1 2019 | $44,000 | +10.0% | 693 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $40,000 | +100.0% | 693 | +134.1% | 0.01% | +100.0% |
| Q3 2018 | $20,000 | +100.0% | 296 | +91.0% | 0.00% | +200.0% |
| Q2 2018 | $10,000 | -9.1% | 155 | -7.2% | 0.00% | -50.0% |
| Q1 2018 | $11,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | – | 167 | – | 0.00% | – |
Download | ||||||
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% |