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 | $12,677 | -8.8% | 183,379 | -3.7% | 0.06% | -6.3% |
| Q2 2023 | $13,893 | +14.8% | 190,504 | +13.1% | 0.06% | +6.8% |
| Q1 2023 | $12,102 | +1.8% | 168,460 | -6.9% | 0.06% | -4.8% |
| Q4 2022 | $11,893 | -99.9% | 180,913 | +3.5% | 0.06% | +12.7% |
| Q3 2022 | $9,813,000 | +1.8% | 174,832 | +13.8% | 0.06% | +5.8% |
| Q2 2022 | $9,643,000 | -19.4% | 153,654 | -5.3% | 0.05% | -5.5% |
| Q1 2022 | $11,958,000 | +4.5% | 162,184 | +12.7% | 0.06% | +7.8% |
| Q4 2021 | $11,440,000 | +14.9% | 143,969 | +13.4% | 0.05% | +4.1% |
| Q3 2021 | $9,953,000 | +13.6% | 126,986 | +14.5% | 0.05% | +16.7% |
| Q2 2021 | $8,764,000 | +13.8% | 110,901 | +9.3% | 0.04% | 0.0% |
| Q1 2021 | $7,703,000 | +12.2% | 101,485 | +7.9% | 0.04% | +5.0% |
| Q4 2020 | $6,868,000 | +27.5% | 94,027 | +10.8% | 0.04% | +11.1% |
| Q3 2020 | $5,386,000 | +7.9% | 84,841 | +3.0% | 0.04% | -5.3% |
| Q2 2020 | $4,990,000 | +19.0% | 82,365 | +4.4% | 0.04% | -5.0% |
| Q1 2020 | $4,195,000 | -5.4% | 78,910 | +22.4% | 0.04% | +17.6% |
| Q4 2019 | $4,433,000 | +12.2% | 64,493 | +4.6% | 0.03% | -2.9% |
| Q3 2019 | $3,952,000 | +14.8% | 61,633 | +15.2% | 0.04% | +9.4% |
| Q2 2019 | $3,442,000 | +23.8% | 53,519 | +21.6% | 0.03% | +18.5% |
| Q1 2019 | $2,781,000 | – | 44,025 | – | 0.03% | – |
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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% |