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 | $606,187 | -40.1% | 8,764 | -37.6% | 0.02% | -38.5% |
| Q2 2023 | $1,012,292 | +4.0% | 14,048 | +3.8% | 0.04% | -27.8% |
| Q1 2023 | $972,946 | -20.0% | 13,532 | +21.0% | 0.05% | -10.0% |
| Q4 2022 | $1,215,588 | +4.1% | 11,181 | +8.5% | 0.06% | -1.6% |
| Q3 2022 | $1,168,000 | -3.6% | 10,301 | +1.2% | 0.06% | -3.2% |
| Q2 2022 | $1,212,000 | +2.5% | 10,175 | +32.5% | 0.06% | +10.5% |
| Q1 2022 | $1,182,000 | +15.0% | 7,678 | -41.8% | 0.06% | +18.8% |
| Q4 2021 | $1,028,000 | +38.2% | 13,200 | +39.1% | 0.05% | +29.7% |
| Q3 2021 | $744,000 | +101.6% | 9,492 | +103.6% | 0.04% | +85.0% |
| Q2 2021 | $369,000 | – | 4,663 | – | 0.02% | – |
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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% |