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 | $3,777,084 | -10.8% | 54,637 | -5.9% | 0.28% | -6.3% |
| Q2 2023 | $4,236,511 | +1.3% | 58,090 | -0.2% | 0.30% | -4.7% |
| Q1 2023 | $4,183,077 | +11.0% | 58,228 | +1.6% | 0.32% | -0.6% |
| Q4 2022 | $3,767,144 | +22.7% | 57,304 | +4.7% | 0.32% | -10.4% |
| Q3 2022 | $3,071,000 | -1.2% | 54,718 | +10.5% | 0.36% | -3.5% |
| Q2 2022 | $3,109,000 | +26.3% | 49,537 | +48.4% | 0.37% | +66.2% |
| Q1 2022 | $2,461,000 | +1.9% | 33,373 | +9.8% | 0.22% | +3.3% |
| Q4 2021 | $2,416,000 | +12.1% | 30,407 | +10.6% | 0.22% | -7.7% |
| Q3 2021 | $2,155,000 | +9.9% | 27,493 | +10.8% | 0.23% | +15.9% |
| Q2 2021 | $1,961,000 | +13.4% | 24,811 | +8.8% | 0.20% | -13.4% |
| Q1 2021 | $1,730,000 | +3.4% | 22,800 | -0.5% | 0.23% | -17.1% |
| Q4 2020 | $1,673,000 | +37.6% | 22,909 | +19.6% | 0.28% | +9.8% |
| Q3 2020 | $1,216,000 | +3.5% | 19,160 | -1.2% | 0.26% | +6.7% |
| Q2 2020 | $1,175,000 | +24.9% | 19,391 | +9.6% | 0.24% | +8.1% |
| Q1 2020 | $941,000 | -0.1% | 17,698 | +29.1% | 0.22% | +38.1% |
| Q4 2019 | $942,000 | +9.5% | 13,710 | +2.2% | 0.16% | -3.6% |
| Q3 2019 | $860,000 | +5.7% | 13,413 | +6.0% | 0.17% | +4.4% |
| Q2 2019 | $814,000 | +133.9% | 12,652 | +129.7% | 0.16% | +127.1% |
| Q1 2019 | $348,000 | +23.4% | 5,507 | +12.1% | 0.07% | +11.1% |
| Q4 2018 | $282,000 | -9.9% | 4,912 | +3.8% | 0.06% | -18.2% |
| Q3 2018 | $313,000 | – | 4,732 | – | 0.08% | – |
Download | ||||||
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% |