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 | $1,699,114 | +26.4% | 24,579 | +33.3% | 0.09% | +31.0% |
| Q2 2023 | $1,344,576 | +81.4% | 18,437 | +78.7% | 0.07% | +73.2% |
| Q1 2023 | $741,153 | +8.7% | 10,317 | -0.5% | 0.04% | +5.1% |
| Q4 2022 | $681,982 | +17.4% | 10,374 | +0.2% | 0.04% | -7.1% |
| Q3 2022 | $581,000 | +17.6% | 10,357 | +31.6% | 0.04% | +23.5% |
| Q2 2022 | $494,000 | +77.1% | 7,873 | +108.1% | 0.03% | +126.7% |
| Q1 2022 | $279,000 | +862.1% | 3,783 | +936.4% | 0.02% | +650.0% |
| Q4 2021 | $29,000 | -99.9% | 365 | +25.9% | 0.00% | +100.0% |
| Q3 2021 | $22,730,000 | – | 290 | – | 0.00% | – |
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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% |