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 | $205,268 | -39.2% | 2,969 | -35.9% | 0.02% | -40.6% |
| Q2 2023 | $337,761 | +1.8% | 4,631 | +0.3% | 0.03% | -5.9% |
| Q1 2023 | $331,862 | +29.0% | 4,619 | +18.1% | 0.03% | +13.3% |
| Q4 2022 | $257,205 | -1.8% | 3,912 | -16.1% | 0.03% | -3.2% |
| Q3 2022 | $262,000 | +4.0% | 4,663 | +16.0% | 0.03% | 0.0% |
| Q2 2022 | $252,000 | -16.6% | 4,020 | -1.8% | 0.03% | -11.4% |
| Q1 2022 | $302,000 | -52.7% | 4,094 | -49.0% | 0.04% | -56.8% |
| Q4 2021 | $638,000 | +41.8% | 8,024 | +39.7% | 0.08% | +15.7% |
| Q3 2021 | $450,000 | +56.2% | 5,745 | +57.4% | 0.07% | +55.6% |
| Q2 2021 | $288,000 | – | 3,650 | – | 0.04% | – |
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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% |