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 | $284,124 | +7.2% | 4,110 | +13.1% | 0.00% | +33.3% |
| Q2 2023 | $265,101 | -5.7% | 3,635 | -7.1% | 0.00% | 0.0% |
| Q1 2023 | $281,182 | -31.5% | 3,914 | -37.3% | 0.00% | -40.0% |
| Q4 2022 | $410,349 | +8.8% | 6,242 | -7.1% | 0.01% | 0.0% |
| Q3 2022 | $377,000 | -24.0% | 6,722 | -15.0% | 0.01% | -16.7% |
| Q2 2022 | $496,000 | -8.8% | 7,907 | +7.0% | 0.01% | +20.0% |
| Q1 2022 | $544,000 | +12.6% | 7,390 | +21.3% | 0.01% | +25.0% |
| Q4 2021 | $483,000 | -0.2% | 6,091 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $484,000 | +16.9% | 6,180 | +17.8% | 0.00% | +33.3% |
| Q2 2021 | $414,000 | +1.0% | 5,247 | -2.9% | 0.00% | 0.0% |
| Q1 2021 | $410,000 | – | 5,405 | – | 0.00% | – |
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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% |