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 | $2,648,854 | -5.2% | 38,317 | 0.0% | 0.03% | +12.0% |
| Q2 2023 | $2,794,459 | +17.3% | 38,317 | +15.5% | 0.02% | +25.0% |
| Q1 2023 | $2,382,430 | +9.3% | 33,163 | 0.0% | 0.02% | +5.3% |
| Q4 2022 | $2,180,136 | +17.1% | 33,163 | 0.0% | 0.02% | +46.2% |
| Q3 2022 | $1,861,000 | -46.2% | 33,163 | -39.8% | 0.01% | -31.6% |
| Q2 2022 | $3,460,000 | -14.9% | 55,132 | 0.0% | 0.02% | +18.8% |
| Q1 2022 | $4,065,000 | +25.6% | 55,132 | +35.4% | 0.02% | +100.0% |
| Q4 2021 | $3,236,000 | +51.6% | 40,728 | +49.6% | 0.01% | +100.0% |
| Q3 2021 | $2,134,000 | – | 27,220 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |