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 | $11,614 | -88.7% | 168 | -89.3% | 0.00% | -88.0% |
| Q2 2023 | $102,884 | 0.0% | 1,565 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $102,884 | +0.0% | 1,565 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $102,883 | +13.1% | 1,565 | 0.0% | 0.02% | +8.7% |
| Q3 2022 | $91,000 | -17.3% | 1,565 | -9.4% | 0.02% | -17.9% |
| Q2 2022 | $110,000 | -13.4% | 1,727 | 0.0% | 0.03% | -3.4% |
| Q1 2022 | $127,000 | -7.3% | 1,727 | 0.0% | 0.03% | -12.1% |
| Q4 2021 | $137,000 | +1.5% | 1,727 | 0.0% | 0.03% | -8.3% |
| Q3 2021 | $135,000 | -0.7% | 1,727 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $136,000 | +3.8% | 1,727 | 0.0% | 0.04% | -5.3% |
| Q1 2021 | $131,000 | +285.3% | 1,727 | +273.8% | 0.04% | +245.5% |
| Q4 2020 | $34,000 | +17.2% | 462 | 0.0% | 0.01% | +83.3% |
| Q3 2020 | $29,000 | +3.6% | 462 | 0.0% | 0.01% | -45.5% |
| Q2 2020 | $28,000 | +27.3% | 462 | +9.5% | 0.01% | 0.0% |
| Q1 2020 | $22,000 | -24.1% | 422 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $29,000 | +7.4% | 422 | 0.0% | 0.01% | +33.3% |
| Q3 2019 | $27,000 | 0.0% | 422 | 0.0% | 0.01% | -18.2% |
| Q2 2019 | $27,000 | – | 422 | – | 0.01% | – |
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% |