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% | – |
Download | ||||||
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% |