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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |