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 | $14,263,686 | +149.9% | 206,331 | +163.7% | 0.05% | -24.2% |
| Q2 2023 | $5,707,103 | +12.5% | 78,255 | +10.8% | 0.06% | +5.1% |
| Q1 2023 | $5,074,927 | +29.3% | 70,642 | +28.4% | 0.06% | +15.7% |
| Q4 2022 | $3,926,304 | +26.0% | 55,021 | +0.7% | 0.05% | +13.3% |
| Q3 2022 | $3,115,000 | +17.3% | 54,616 | +28.9% | 0.04% | +21.6% |
| Q2 2022 | $2,655,000 | +18.5% | 42,380 | +41.2% | 0.04% | +23.3% |
| Q1 2022 | $2,241,000 | +211.2% | 30,015 | +218.5% | 0.03% | +200.0% |
| Q4 2021 | $720,000 | -2.3% | 9,424 | +3.2% | 0.01% | -9.1% |
| Q3 2021 | $737,000 | +14.4% | 9,130 | +12.1% | 0.01% | +10.0% |
| Q2 2021 | $644,000 | +12.6% | 8,145 | +10.0% | 0.01% | 0.0% |
| Q1 2021 | $572,000 | +47.0% | 7,405 | +41.6% | 0.01% | +11.1% |
| Q4 2020 | $389,000 | +12.4% | 5,230 | -0.5% | 0.01% | 0.0% |
| Q3 2020 | $346,000 | +3.6% | 5,254 | +0.5% | 0.01% | -10.0% |
| Q2 2020 | $334,000 | +32.0% | 5,226 | +15.1% | 0.01% | +11.1% |
| Q1 2020 | $253,000 | – | 4,541 | – | 0.01% | – |
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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% |