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 | $3,108,569 | -4.5% | 44,967 | +0.7% | 0.39% | -0.5% |
| Q2 2023 | $3,256,106 | +2.0% | 44,647 | +0.5% | 0.39% | -6.0% |
| Q1 2023 | $3,190,846 | +14.6% | 44,416 | +4.8% | 0.42% | +7.2% |
| Q4 2022 | $2,785,404 | +15.5% | 42,370 | -1.4% | 0.39% | +4.0% |
| Q3 2022 | $2,412,000 | -9.9% | 42,980 | +0.8% | 0.37% | -8.4% |
| Q2 2022 | $2,677,000 | -8.1% | 42,653 | +8.0% | 0.41% | +5.2% |
| Q1 2022 | $2,913,000 | +2.2% | 39,506 | +10.1% | 0.39% | +10.9% |
| Q4 2021 | $2,850,000 | +15.9% | 35,866 | +14.3% | 0.35% | +5.1% |
| Q3 2021 | $2,459,000 | +32.1% | 31,367 | +33.2% | 0.33% | +31.3% |
| Q2 2021 | $1,861,000 | +25.8% | 23,547 | +20.8% | 0.25% | +17.2% |
| Q1 2021 | $1,479,000 | +52.8% | 19,486 | +47.1% | 0.22% | +35.2% |
| Q4 2020 | $968,000 | +172.7% | 13,249 | +137.0% | 0.16% | +120.8% |
| Q3 2020 | $355,000 | +5.3% | 5,591 | +0.4% | 0.07% | 0.0% |
| Q2 2020 | $337,000 | +17.8% | 5,570 | +3.4% | 0.07% | +4.3% |
| Q1 2020 | $286,000 | +9433.3% | 5,388 | +13370.0% | 0.07% | +6800.0% |
| Q4 2019 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | – | 40 | – | 0.00% | – |
Download | ||||||
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% |