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 | $733,954 | -5.2% | 10,617 | 0.0% | 0.07% | -5.2% |
| Q2 2023 | $774,298 | +13.8% | 10,617 | +12.1% | 0.08% | +8.5% |
| Q1 2023 | $680,469 | +5.2% | 9,472 | -3.8% | 0.07% | -2.7% |
| Q4 2022 | $647,013 | +41.6% | 9,842 | +20.9% | 0.07% | +21.7% |
| Q3 2022 | $457,000 | -10.6% | 8,142 | 0.0% | 0.06% | -13.0% |
| Q2 2022 | $511,000 | -31.5% | 8,142 | -19.5% | 0.07% | -23.3% |
| Q1 2022 | $746,000 | -12.6% | 10,116 | -5.9% | 0.09% | -11.8% |
| Q4 2021 | $854,000 | -49.5% | 10,752 | -50.1% | 0.10% | -56.8% |
| Q3 2021 | $1,690,000 | +0.8% | 21,565 | +1.6% | 0.24% | -2.9% |
| Q2 2021 | $1,677,000 | +7.6% | 21,220 | +3.3% | 0.24% | -4.0% |
| Q1 2021 | $1,559,000 | +4.7% | 20,542 | +0.8% | 0.25% | -8.7% |
| Q4 2020 | $1,489,000 | +15.6% | 20,383 | +0.5% | 0.28% | -1.4% |
| Q3 2020 | $1,288,000 | +7.2% | 20,284 | +2.2% | 0.28% | +5.6% |
| Q2 2020 | $1,202,000 | – | 19,840 | – | 0.27% | – |
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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% |