ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 367 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,471,086 | -85.8% | 50,211 | -85.0% | 0.08% | -85.4% |
| Q2 2023 | $24,444,385 | +517.9% | 335,176 | +457.0% | 0.53% | +369.6% |
| Q4 2022 | $3,955,904 | +7.7% | 60,175 | -8.0% | 0.11% | -2.6% |
| Q3 2022 | $3,672,000 | -24.1% | 65,417 | -15.1% | 0.12% | -15.4% |
| Q2 2022 | $4,838,000 | -50.9% | 77,084 | -42.3% | 0.14% | -50.9% |
| Q1 2022 | $9,857,000 | +10.3% | 133,687 | +18.9% | 0.28% | -25.1% |
| Q4 2021 | $8,933,000 | +16.6% | 112,427 | +15.0% | 0.37% | +19.4% |
| Q3 2021 | $7,661,000 | +1216.3% | 97,740 | +1175.3% | 0.31% | +868.8% |
| Q1 2021 | $582,000 | +13.7% | 7,664 | -4.1% | 0.03% | -50.0% |
| Q3 2019 | $512,000 | – | 7,990 | – | 0.06% | – |
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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% |