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 | $62,669,386 | +3.0% | 906,544 | +8.7% | 0.27% | +4.7% |
| Q2 2023 | $60,825,954 | +8.4% | 834,032 | +6.8% | 0.26% | +1.2% |
| Q1 2023 | $56,108,334 | +15.9% | 781,018 | +6.1% | 0.26% | +8.5% |
| Q4 2022 | $48,412,645 | +29.1% | 736,426 | +10.3% | 0.24% | +18.1% |
| Q3 2022 | $37,486,000 | +5.4% | 667,843 | +17.9% | 0.20% | +11.2% |
| Q2 2022 | $35,556,000 | +1.9% | 566,540 | +19.7% | 0.18% | +17.0% |
| Q1 2022 | $34,890,000 | +47.1% | 473,208 | +58.5% | 0.15% | +53.0% |
| Q4 2021 | $23,723,000 | +113.4% | 298,548 | +110.5% | 0.10% | +96.1% |
| Q3 2021 | $11,115,000 | +408.2% | 141,814 | +412.5% | 0.05% | +410.0% |
| Q2 2021 | $2,187,000 | – | 27,670 | – | 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% |