ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 377 filers reported holding ISHARES TR in Q2 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% | – |
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% |