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 | $75,766 | -3.6% | 1,096 | 0.0% | 0.05% | -3.9% |
| Q2 2023 | $78,594 | -0.2% | 1,096 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $78,737 | +9.3% | 1,096 | 0.0% | 0.05% | +4.1% |
| Q4 2022 | $72,051 | +16.2% | 1,096 | 0.0% | 0.05% | +8.9% |
| Q3 2022 | $62,000 | -10.1% | 1,096 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $69,000 | -14.8% | 1,096 | 0.0% | 0.05% | -4.1% |
| Q1 2022 | $81,000 | -6.9% | 1,096 | 0.0% | 0.05% | -3.9% |
| Q4 2021 | $87,000 | +1.2% | 1,096 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $86,000 | -7.5% | 1,096 | -7.4% | 0.05% | -5.6% |
| Q2 2021 | $93,000 | +3.3% | 1,183 | 0.0% | 0.05% | -3.6% |
| Q1 2021 | $90,000 | +4.7% | 1,183 | 0.0% | 0.06% | -1.8% |
| Q4 2020 | $86,000 | -11.3% | 1,183 | -22.6% | 0.06% | -18.6% |
| Q3 2020 | $97,000 | +4.3% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $93,000 | +14.8% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q1 2020 | $81,000 | -22.9% | 1,528 | 0.0% | 0.07% | -4.1% |
| Q4 2019 | $105,000 | +7.1% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $98,000 | 0.0% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $98,000 | +1.0% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $97,000 | – | 1,528 | – | 0.07% | – |
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% |