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 | $1,455,877 | -27.7% | 21,060 | -23.8% | 0.06% | -28.6% |
| Q2 2023 | $2,014,690 | -51.8% | 27,625 | -52.5% | 0.09% | -55.6% |
| Q1 2023 | $4,177,279 | +175.5% | 58,147 | +152.1% | 0.20% | +153.1% |
| Q4 2022 | $1,516,293 | +27.6% | 23,065 | +8.9% | 0.08% | +15.7% |
| Q3 2022 | $1,188,000 | -6.8% | 21,174 | +4.3% | 0.07% | -7.9% |
| Q2 2022 | $1,274,000 | -11.8% | 20,308 | +3.6% | 0.08% | 0.0% |
| Q1 2022 | $1,444,000 | -12.2% | 19,596 | -5.3% | 0.08% | -38.7% |
| Q4 2021 | $1,644,000 | +7.4% | 20,698 | +5.9% | 0.12% | -2.4% |
| Q3 2021 | $1,531,000 | +217.0% | 19,539 | +219.1% | 0.13% | +195.3% |
| Q2 2021 | $483,000 | +26.4% | 6,124 | +21.7% | 0.04% | +2.4% |
| Q1 2021 | $382,000 | +41.0% | 5,034 | +35.7% | 0.04% | +27.3% |
| Q4 2020 | $271,000 | -33.3% | 3,709 | -41.9% | 0.03% | -40.0% |
| Q3 2020 | $406,000 | +8.6% | 6,388 | +3.5% | 0.06% | +1.9% |
| Q2 2020 | $374,000 | +14.0% | 6,173 | 0.0% | 0.05% | -3.6% |
| Q1 2020 | $328,000 | – | 6,173 | – | 0.06% | – |
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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% |