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 | $260,897 | -5.2% | 3,774 | 0.0% | 0.08% | -7.4% |
| Q2 2023 | $275,238 | +1.5% | 3,774 | 0.0% | 0.08% | -4.7% |
| Q1 2023 | $271,124 | +9.3% | 3,774 | 0.0% | 0.08% | -14.1% |
| Q4 2022 | $248,103 | -89.7% | 3,774 | -91.2% | 0.10% | -90.2% |
| Q3 2022 | $2,408,000 | +916.0% | 42,902 | +1036.8% | 1.01% | +923.2% |
| Q2 2022 | $237,000 | -96.4% | 3,774 | -96.3% | 0.10% | -96.2% |
| Q1 2022 | $6,645,000 | -10.8% | 101,368 | +5.1% | 2.64% | +2.1% |
| Q4 2021 | $7,447,000 | +26.8% | 96,445 | +28.5% | 2.58% | +25.9% |
| Q3 2021 | $5,873,000 | +10.4% | 75,054 | +12.6% | 2.05% | +16.7% |
| Q2 2021 | $5,318,000 | +8.5% | 66,680 | +5.8% | 1.76% | +8.3% |
| Q1 2021 | $4,902,000 | +24.6% | 63,037 | +21.4% | 1.62% | +14.2% |
| Q4 2020 | $3,935,000 | +81.4% | 51,921 | +55.8% | 1.42% | +60.5% |
| Q3 2020 | $2,169,000 | +18.0% | 33,319 | +11.4% | 0.89% | +15.8% |
| Q2 2020 | $1,838,000 | +80.7% | 29,900 | +51.9% | 0.76% | +34.0% |
| Q1 2020 | $1,017,000 | – | 19,690 | – | 0.57% | – |
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% |