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 | 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% |