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 | $228,218 | -50.5% | 3,301 | -47.8% | 0.05% | -47.8% |
| Q2 2023 | $460,815 | +3.7% | 6,319 | +2.2% | 0.09% | 0.0% |
| Q1 2023 | $444,187 | +15.3% | 6,183 | +5.5% | 0.09% | +7.1% |
| Q4 2022 | $385,368 | +17.5% | 5,862 | +12.0% | 0.08% | +7.7% |
| Q3 2022 | $328,000 | -1.8% | 5,232 | -1.8% | 0.08% | +4.0% |
| Q2 2022 | $334,000 | -17.5% | 5,326 | -3.0% | 0.08% | -8.5% |
| Q1 2022 | $405,000 | -9.6% | 5,488 | -2.7% | 0.08% | +6.5% |
| Q4 2021 | $448,000 | +1.4% | 5,640 | 0.0% | 0.08% | -4.9% |
| Q3 2021 | $442,000 | +10.8% | 5,640 | +11.8% | 0.08% | +14.1% |
| Q2 2021 | $399,000 | +4.2% | 5,046 | 0.0% | 0.07% | -5.3% |
| Q1 2021 | $383,000 | +50.8% | 5,046 | +45.4% | 0.08% | +41.5% |
| Q4 2020 | $254,000 | +15.5% | 3,471 | 0.0% | 0.05% | -1.9% |
| Q3 2020 | $220,000 | +4.8% | 3,471 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $210,000 | +14.8% | 3,471 | +0.7% | 0.05% | -8.5% |
| Q1 2020 | $183,000 | +577.8% | 3,446 | +792.7% | 0.06% | +742.9% |
| Q4 2019 | $27,000 | +8.0% | 386 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $25,000 | 0.0% | 386 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $25,000 | +4.2% | 386 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $24,000 | +9.1% | 386 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | – | 386 | – | 0.01% | – |
Download | ||||||
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% |