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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $554,086 | +9.3% | 7,335 | 0.0% | 0.48% | -0.2% |
| Q3 2023 | $507,069 | +2.7% | 7,335 | +8.4% | 0.48% | +7.7% |
| Q2 2023 | $493,517 | +17.1% | 6,767 | +15.4% | 0.44% | +13.3% |
| Q1 2023 | $421,342 | +9.3% | 5,865 | 0.0% | 0.39% | +3.4% |
| Q4 2022 | $385,565 | +17.2% | 5,865 | 0.0% | 0.38% | +12.2% |
| Q3 2022 | $329,000 | +17.1% | 5,865 | +30.9% | 0.34% | +23.4% |
| Q2 2022 | $281,000 | -14.8% | 4,482 | 0.0% | 0.27% | -6.5% |
| Q1 2022 | $330,000 | -7.3% | 4,482 | 0.0% | 0.29% | -1.4% |
| Q4 2021 | $356,000 | +19.5% | 4,482 | +17.7% | 0.30% | +11.3% |
| Q3 2021 | $298,000 | – | 3,807 | – | 0.27% | – |
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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% |