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 | $667,369 | -5.9% | 9,653 | -0.8% | 0.01% | -12.5% |
| Q2 2023 | $709,407 | +11.6% | 9,727 | +10.0% | 0.02% | -5.9% |
| Q1 2023 | $635,445 | +7.0% | 8,845 | -2.1% | 0.02% | +13.3% |
| Q4 2022 | $593,922 | +28.6% | 9,034 | +9.8% | 0.02% | +15.4% |
| Q3 2022 | $462,000 | -8.5% | 8,227 | +2.3% | 0.01% | 0.0% |
| Q2 2022 | $505,000 | -13.4% | 8,045 | +1.7% | 0.01% | 0.0% |
| Q1 2022 | $583,000 | -5.5% | 7,910 | +1.9% | 0.01% | -7.1% |
| Q4 2021 | $617,000 | +11.6% | 7,766 | +10.0% | 0.01% | 0.0% |
| Q3 2021 | $553,000 | -0.5% | 7,057 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $556,000 | +4.7% | 7,040 | +0.6% | 0.01% | -6.7% |
| Q1 2021 | $531,000 | +7.1% | 6,995 | +3.0% | 0.02% | 0.0% |
| Q4 2020 | $496,000 | +21.9% | 6,790 | +6.0% | 0.02% | +15.4% |
| Q3 2020 | $407,000 | +5.4% | 6,404 | +0.4% | 0.01% | -7.1% |
| Q2 2020 | $386,000 | +27.0% | 6,379 | +11.7% | 0.01% | 0.0% |
| Q1 2020 | $304,000 | +19.2% | 5,712 | +53.8% | 0.01% | +40.0% |
| Q4 2019 | $255,000 | +17.5% | 3,714 | +9.7% | 0.01% | +11.1% |
| Q3 2019 | $217,000 | +210.0% | 3,387 | +221.3% | 0.01% | +200.0% |
| Q3 2018 | $70,000 | +100.0% | 1,054 | +101.9% | 0.00% | +200.0% |
| Q1 2018 | $35,000 | – | 522 | – | 0.00% | – |
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% |