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 | $1,226 | -5.3% | 17,740 | 0.0% | 0.20% | -3.3% |
| Q2 2023 | $1,294 | +2.9% | 17,740 | +1.3% | 0.21% | -1.4% |
| Q1 2023 | $1,258 | +14.4% | 17,510 | +4.6% | 0.22% | +6.4% |
| Q4 2022 | $1,100 | -99.9% | 16,740 | 0.0% | 0.20% | +7.4% |
| Q3 2022 | $940,000 | +23.7% | 16,740 | +38.3% | 0.19% | +28.8% |
| Q2 2022 | $760,000 | +17.6% | 12,105 | +38.3% | 0.15% | +31.5% |
| Q1 2022 | $646,000 | +141.9% | 8,755 | +161.0% | 0.11% | +146.7% |
| Q4 2021 | $267,000 | +1.5% | 3,355 | 0.0% | 0.04% | -8.2% |
| Q3 2021 | $263,000 | +1.5% | 3,355 | +2.4% | 0.05% | -2.0% |
| Q2 2021 | $259,000 | +4.0% | 3,275 | 0.0% | 0.05% | -5.7% |
| Q1 2021 | $249,000 | +4.2% | 3,275 | 0.0% | 0.05% | -8.6% |
| Q4 2020 | $239,000 | – | 3,275 | – | 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% |