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 | $289 | -5.2% | 4,180 | 0.0% | 0.02% | -15.4% |
| Q2 2023 | $305 | +1.7% | 4,180 | 0.0% | 0.03% | -7.1% |
| Q1 2023 | $300 | +9.1% | 4,180 | 0.0% | 0.03% | -12.5% |
| Q4 2022 | $275 | -99.9% | 4,180 | 0.0% | 0.03% | +10.3% |
| Q3 2022 | $235,000 | -15.2% | 4,180 | -5.2% | 0.03% | -12.1% |
| Q2 2022 | $277,000 | -14.5% | 4,410 | +0.2% | 0.03% | -2.9% |
| Q1 2022 | $324,000 | -49.7% | 4,401 | -45.7% | 0.03% | -51.4% |
| Q4 2021 | $644,000 | +2.5% | 8,110 | +1.2% | 0.07% | -24.7% |
| Q3 2021 | $628,000 | +17.4% | 8,010 | +18.3% | 0.09% | +16.2% |
| Q2 2021 | $535,000 | +14.6% | 6,771 | +10.2% | 0.08% | +6.7% |
| Q1 2021 | $467,000 | +62.2% | 6,147 | +55.7% | 0.08% | +70.5% |
| Q4 2020 | $288,000 | -37.4% | 3,947 | -45.5% | 0.04% | -36.2% |
| Q3 2020 | $460,000 | +4.8% | 7,247 | 0.0% | 0.07% | +4.5% |
| Q2 2020 | $439,000 | +55.1% | 7,247 | +36.0% | 0.07% | +8.2% |
| Q1 2020 | $283,000 | – | 5,330 | – | 0.06% | – |
Download | ||||||
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% |