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 | $598,561 | -1.5% | 8,658 | +3.9% | 0.22% | +0.9% |
| Q2 2023 | $607,542 | +21.2% | 8,330 | +19.4% | 0.22% | +16.1% |
| Q1 2023 | $501,144 | +6.6% | 6,976 | -2.4% | 0.19% | +0.5% |
| Q4 2022 | $470,096 | +22.1% | 7,151 | +4.4% | 0.18% | +14.9% |
| Q3 2022 | $385,000 | -1.8% | 6,852 | +9.7% | 0.16% | +6.6% |
| Q2 2022 | $392,000 | +13.6% | 6,246 | +33.3% | 0.15% | +30.2% |
| Q1 2022 | $345,000 | +8.8% | 4,686 | +17.6% | 0.12% | +12.6% |
| Q4 2021 | $317,000 | +2.3% | 3,984 | +0.8% | 0.10% | -1.9% |
| Q3 2021 | $310,000 | -0.6% | 3,954 | 0.0% | 0.10% | -0.9% |
| Q2 2021 | $312,000 | +1.6% | 3,954 | -2.1% | 0.11% | -4.5% |
| Q1 2021 | $307,000 | +7.0% | 4,040 | +2.8% | 0.11% | +2.8% |
| Q4 2020 | $287,000 | – | 3,930 | – | 0.11% | – |
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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% |