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 | $832,947 | -31.1% | 12,049 | -27.3% | 0.16% | -30.1% |
| Q2 2023 | $1,208,450 | +2.3% | 16,570 | +0.8% | 0.23% | -9.5% |
| Q1 2023 | $1,180,834 | +31.2% | 16,437 | +20.0% | 0.25% | +22.2% |
| Q4 2022 | $900,112 | +8.2% | 13,692 | -7.6% | 0.21% | +14.4% |
| Q3 2022 | $832,000 | -70.8% | 14,819 | -67.3% | 0.18% | -73.8% |
| Q2 2022 | $2,848,000 | -10.4% | 45,383 | +5.3% | 0.69% | -5.1% |
| Q1 2022 | $3,177,000 | -39.2% | 43,084 | -34.5% | 0.73% | -38.4% |
| Q4 2021 | $5,227,000 | +360.9% | 65,778 | +354.6% | 1.18% | +303.1% |
| Q3 2021 | $1,134,000 | +68.0% | 14,469 | +69.4% | 0.29% | +63.7% |
| Q2 2021 | $675,000 | +31.1% | 8,542 | +25.9% | 0.18% | +11.2% |
| Q1 2021 | $515,000 | – | 6,784 | – | 0.16% | – |
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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% |