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 | $2,274,808 | -1.2% | 32,906 | +4.3% | 0.01% | +200.0% |
| Q2 2023 | $2,301,761 | +222.9% | 31,561 | +218.0% | 0.00% | -78.6% |
| Q1 2023 | $712,940 | +26.1% | 9,924 | +15.4% | 0.01% | +100.0% |
| Q4 2022 | $565,429 | +111.8% | 8,601 | +80.8% | 0.01% | +133.3% |
| Q3 2022 | $267,000 | +27.1% | 4,758 | +67.1% | 0.00% | +50.0% |
| Q1 2022 | $210,000 | -62.7% | 2,848 | -59.7% | 0.00% | -60.0% |
| Q4 2021 | $563,000 | +152.5% | 7,073 | +148.3% | 0.01% | +66.7% |
| Q3 2021 | $223,000 | -10.4% | 2,848 | -9.6% | 0.00% | -25.0% |
| Q2 2021 | $249,000 | +4.2% | 3,152 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $239,000 | +3.9% | 3,152 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $230,000 | +15.0% | 3,152 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $200,000 | -7.8% | 3,152 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $217,000 | +7.4% | 3,152 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $202,000 | – | 3,152 | – | 0.01% | – |
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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% |