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 2022 | $1,497,000 | -10.6% | 26,671 | 0.0% | 0.14% | -5.4% |
| Q2 2022 | $1,674,000 | -14.1% | 26,671 | +0.9% | 0.15% | +7.2% |
| Q1 2022 | $1,948,000 | +44.0% | 26,425 | +53.1% | 0.14% | +29.9% |
| Q4 2021 | $1,353,000 | 0.0% | 17,264 | 0.0% | 0.11% | -13.7% |
| Q3 2021 | $1,353,000 | +11.9% | 17,264 | +12.8% | 0.12% | +36.3% |
| Q2 2021 | $1,209,000 | +4.1% | 15,300 | 0.0% | 0.09% | -9.0% |
| Q1 2021 | $1,161,000 | +3.8% | 15,300 | 0.0% | 0.10% | -2.0% |
| Q4 2020 | $1,118,000 | – | 15,300 | – | 0.10% | – |
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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% |