ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 367 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,537,209 | -12.0% | 36,702 | -7.2% | 0.53% | -8.4% |
| Q2 2023 | $2,883,215 | +14.0% | 39,534 | +12.3% | 0.58% | +6.2% |
| Q1 2023 | $2,528,409 | +23.9% | 35,195 | +13.4% | 0.55% | +17.6% |
| Q4 2022 | $2,040,438 | -99.9% | 31,038 | -4.1% | 0.46% | +3.3% |
| Q3 2022 | $1,816,928,000 | -19.0% | 32,370 | -9.5% | 0.45% | -13.6% |
| Q2 2022 | $2,244,172,000 | -16.5% | 35,758 | -1.9% | 0.52% | -3.2% |
| Q1 2022 | $2,687,459,000 | +0.9% | 36,450 | +8.7% | 0.54% | +4.7% |
| Q4 2021 | $2,664,294,000 | +7.6% | 33,530 | +6.2% | 0.51% | -0.4% |
| Q3 2021 | $2,475,319,000 | +27.6% | 31,581 | +28.6% | 0.52% | +28.0% |
| Q2 2021 | $1,940,503,000 | +8.5% | 24,554 | +4.2% | 0.40% | +1.3% |
| Q1 2021 | $1,787,673,000 | +22.6% | 23,553 | +18.0% | 0.40% | +13.1% |
| Q4 2020 | $1,458,390,000 | +18.4% | 19,967 | +2.9% | 0.35% | +5.1% |
| Q3 2020 | $1,231,893,000 | +15.7% | 19,406 | +10.4% | 0.34% | +5.0% |
| Q2 2020 | $1,064,815,000 | +19.8% | 17,577 | +5.2% | 0.32% | -0.9% |
| Q1 2020 | $888,569,000 | +25.7% | 16,715 | +62.6% | 0.32% | +44.4% |
| Q4 2019 | $706,785,000 | +107.2% | 10,282 | +93.3% | 0.22% | +90.6% |
| Q3 2019 | $341,118,000 | – | 5,320 | – | 0.12% | – |
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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% |