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% | – |
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% |