ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,749,000 | -18.5% | 135,710 | -25.4% | 0.01% | -14.3% |
| Q4 2022 | $11,967,000 | -50.4% | 182,030 | -57.7% | 0.01% | -53.3% |
| Q3 2022 | $24,150,000 | -11.0% | 430,255 | -0.5% | 0.03% | 0.0% |
| Q2 2022 | $27,132,000 | -0.7% | 432,319 | +16.6% | 0.03% | +42.9% |
| Q1 2022 | $27,335,000 | +7.2% | 370,750 | +15.6% | 0.02% | 0.0% |
| Q4 2021 | $25,494,000 | -38.9% | 320,840 | -39.7% | 0.02% | -41.7% |
| Q3 2021 | $41,698,000 | +0.1% | 532,000 | +0.9% | 0.04% | +5.9% |
| Q2 2021 | $41,654,000 | +132.6% | 527,070 | +123.4% | 0.03% | +36.0% |
| Q1 2021 | $17,911,000 | – | 235,980 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |