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 | $346,646 | -5.2% | 5,014 | 0.0% | 0.04% | -2.3% |
| Q2 2023 | $365,700 | +4.9% | 5,014 | +3.3% | 0.04% | -10.4% |
| Q1 2023 | $348,740 | +40.0% | 4,854 | +28.1% | 0.05% | +33.3% |
| Q4 2022 | $249,081 | +49.2% | 3,789 | +27.6% | 0.04% | +24.1% |
| Q3 2022 | $167,000 | -40.8% | 2,969 | -33.9% | 0.03% | -38.3% |
| Q2 2022 | $282,000 | -67.5% | 4,495 | -61.8% | 0.05% | -71.0% |
| Q1 2022 | $869,000 | +36.6% | 11,782 | +47.1% | 0.16% | +55.8% |
| Q4 2021 | $636,000 | +51.8% | 8,010 | +49.7% | 0.10% | +11.8% |
| Q3 2021 | $419,000 | +25.4% | 5,350 | +26.7% | 0.09% | +14.8% |
| Q2 2021 | $334,000 | +74.0% | 4,224 | +67.0% | 0.08% | +55.8% |
| Q1 2021 | $192,000 | +93.9% | 2,529 | +85.8% | 0.05% | +67.7% |
| Q4 2020 | $99,000 | +280.8% | 1,361 | +228.0% | 0.03% | +244.4% |
| Q3 2020 | $26,000 | – | 415 | – | 0.01% | – |
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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% |