ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,870,314 | -3.1% | 70,451 | +2.2% | 0.40% | -2.7% |
| Q2 2023 | $5,027,103 | -1.2% | 68,930 | -2.6% | 0.41% | -6.8% |
| Q1 2023 | $5,085,590 | +106965.1% | 70,790 | -2.0% | 0.44% | +1.6% |
| Q4 2022 | $4,750 | -99.9% | 72,258 | +7.9% | 0.44% | +12.4% |
| Q3 2022 | $3,759,000 | -6.5% | 66,961 | +4.5% | 0.39% | -1.0% |
| Q2 2022 | $4,022,000 | -0.4% | 64,086 | +17.0% | 0.39% | +9.8% |
| Q1 2022 | $4,039,000 | -0.6% | 54,777 | +7.2% | 0.36% | -3.0% |
| Q4 2021 | $4,062,000 | +2.5% | 51,116 | +1.1% | 0.37% | -6.4% |
| Q3 2021 | $3,962,000 | -14.4% | 50,554 | -13.7% | 0.39% | -14.4% |
| Q2 2021 | $4,630,000 | +13.7% | 58,587 | +9.2% | 0.46% | +6.3% |
| Q1 2021 | $4,071,000 | +17.3% | 53,638 | +12.9% | 0.43% | +9.1% |
| Q4 2020 | $3,470,000 | +22.9% | 47,512 | +6.8% | 0.40% | +17.2% |
| Q3 2020 | $2,824,000 | +8.4% | 44,483 | +3.5% | 0.34% | +10.5% |
| Q2 2020 | $2,604,000 | +18.0% | 42,989 | +3.6% | 0.30% | +4.8% |
| Q1 2020 | $2,206,000 | -10.5% | 41,492 | +15.8% | 0.29% | -3.0% |
| Q4 2019 | $2,464,000 | +13.5% | 35,843 | +5.9% | 0.30% | +4.9% |
| Q3 2019 | $2,170,000 | +8.3% | 33,838 | +9.2% | 0.29% | +8.7% |
| Q2 2019 | $2,004,000 | +3.5% | 30,973 | +3.4% | 0.26% | +2.7% |
| Q1 2019 | $1,936,000 | +18.0% | 29,951 | +10.4% | 0.26% | +7.1% |
| Q4 2018 | $1,641,000 | +21.1% | 27,133 | +25.5% | 0.24% | 0.0% |
| Q3 2018 | $1,355,000 | +5.0% | 21,623 | +9.1% | 0.24% | +25.1% |
| Q2 2018 | $1,291,000 | +5.3% | 19,817 | +10.9% | 0.19% | +2.7% |
| Q1 2018 | $1,226,000 | +15.1% | 17,877 | +20.2% | 0.19% | +17.7% |
| Q4 2017 | $1,065,000 | +13.3% | 14,867 | +4.7% | 0.16% | +0.6% |
| Q3 2017 | $940,000 | +11.4% | 14,195 | +6.9% | 0.16% | +4.0% |
| Q2 2017 | $844,000 | +94.9% | 13,273 | +83.6% | 0.15% | +81.9% |
| Q1 2017 | $433,000 | – | 7,228 | – | 0.08% | – |
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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% |