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 | $488,645 | -13.7% | 7,068 | -8.9% | 0.10% | -5.6% |
| Q2 2023 | $565,973 | +2.7% | 7,760 | +1.2% | 0.11% | -4.5% |
| Q1 2023 | $550,862 | -4.1% | 7,668 | -12.3% | 0.11% | +45.5% |
| Q4 2022 | $574,496 | +15.8% | 8,739 | -1.1% | 0.08% | -36.4% |
| Q3 2022 | $496,000 | -11.7% | 8,833 | -1.3% | 0.12% | +6.1% |
| Q2 2022 | $562,000 | -25.7% | 8,952 | -12.7% | 0.11% | -15.6% |
| Q1 2022 | $756,000 | -25.7% | 10,252 | -20.0% | 0.14% | -20.1% |
| Q4 2021 | $1,018,000 | +8.2% | 12,809 | +6.7% | 0.17% | +1.2% |
| Q3 2021 | $941,000 | +3.6% | 12,002 | +4.4% | 0.17% | +0.6% |
| Q2 2021 | $908,000 | +3.3% | 11,491 | -0.8% | 0.17% | -17.4% |
| Q1 2021 | $879,000 | +10.4% | 11,584 | +6.3% | 0.20% | +0.5% |
| Q4 2020 | $796,000 | +10.9% | 10,901 | -3.7% | 0.20% | -14.5% |
| Q3 2020 | $718,000 | +22.7% | 11,317 | +17.2% | 0.23% | +4.5% |
| Q2 2020 | $585,000 | +15.2% | 9,656 | +1.1% | 0.22% | -3.4% |
| Q1 2020 | $508,000 | -40.2% | 9,553 | -22.8% | 0.23% | -27.3% |
| Q4 2019 | $850,000 | +66.0% | 12,367 | +54.8% | 0.32% | +38.7% |
| Q3 2019 | $512,000 | +94.7% | 7,991 | +97.1% | 0.23% | +103.5% |
| Q2 2019 | $263,000 | +6475.0% | 4,055 | +6658.3% | 0.11% | +5550.0% |
| Q1 2019 | $4,000 | +33.3% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | -25.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | – | 60 | – | 0.00% | – |
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% |