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 2022 | $234,000 | -10.3% | 4,173 | +0.5% | 0.06% | +1.8% |
| Q2 2022 | $261,000 | -22.8% | 4,154 | -9.3% | 0.06% | -12.5% |
| Q1 2022 | $338,000 | -2.3% | 4,582 | +5.1% | 0.06% | -1.5% |
| Q4 2021 | $346,000 | +7.1% | 4,360 | +5.7% | 0.06% | 0.0% |
| Q3 2021 | $323,000 | +2.9% | 4,124 | +3.7% | 0.06% | -1.5% |
| Q2 2021 | $314,000 | +10.6% | 3,975 | +6.1% | 0.07% | +3.1% |
| Q1 2021 | $284,000 | +24.0% | 3,748 | +19.8% | 0.06% | +23.1% |
| Q4 2020 | $229,000 | – | 3,129 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |