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 | $5,010,417 | -2.1% | 72,478 | +3.3% | 0.85% | +0.9% |
| Q2 2023 | $5,115,615 | +8.7% | 70,144 | +7.1% | 0.84% | +1.3% |
| Q1 2023 | $4,706,433 | +11.4% | 65,513 | +2.0% | 0.83% | +4.3% |
| Q4 2022 | $4,223,579 | +13.0% | 64,247 | -3.5% | 0.80% | +2.2% |
| Q3 2022 | $3,737,000 | +88.6% | 66,580 | +110.9% | 0.78% | +102.1% |
| Q2 2022 | $1,981,000 | +160.3% | 31,567 | +205.6% | 0.39% | +200.0% |
| Q1 2022 | $761,000 | -32.2% | 10,328 | -26.9% | 0.13% | -34.5% |
| Q4 2021 | $1,122,000 | – | 14,126 | – | 0.20% | – |
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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% |