ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,091,753 | -17.0% | 59,190 | -12.4% | 0.04% | -19.6% |
| Q2 2023 | $4,929,868 | +14.9% | 67,598 | +13.2% | 0.06% | +3.7% |
| Q1 2023 | $4,290,152 | +1.8% | 59,718 | -7.4% | 0.05% | -52.6% |
| Q4 2022 | $4,216,171 | +816.6% | 64,479 | +687.0% | 0.11% | +1325.0% |
| Q3 2022 | $460,000 | -46.2% | 8,193 | -39.9% | 0.01% | -42.9% |
| Q2 2022 | $855,000 | -24.7% | 13,628 | -11.5% | 0.01% | -22.2% |
| Q1 2022 | $1,135,000 | -27.7% | 15,393 | -22.1% | 0.02% | -25.0% |
| Q4 2021 | $1,570,000 | +204.3% | 19,768 | +200.2% | 0.02% | +84.6% |
| Q3 2021 | $516,000 | – | 6,584 | – | 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% |