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 2021 | $5,623,000 | -0.8% | 71,751 | +0.0% | 2.98% | -2.1% |
| Q2 2021 | $5,670,000 | +7.7% | 71,745 | +3.4% | 3.04% | -0.9% |
| Q1 2021 | $5,266,000 | +8.1% | 69,389 | +4.0% | 3.07% | +1.1% |
| Q4 2020 | $4,872,000 | +20.2% | 66,708 | +4.4% | 3.04% | +3.0% |
| Q3 2020 | $4,054,000 | +3.8% | 63,878 | -0.3% | 2.95% | 0.0% |
| Q2 2020 | $3,905,000 | +73.2% | 64,082 | +51.0% | 2.95% | +44.9% |
| Q1 2020 | $2,255,000 | +3.4% | 42,435 | +33.8% | 2.03% | +56.8% |
| Q4 2019 | $2,180,000 | +24.6% | 31,719 | +16.3% | 1.30% | +17.9% |
| Q3 2019 | $1,750,000 | +11.0% | 27,285 | +11.3% | 1.10% | +8.3% |
| Q2 2019 | $1,577,000 | +7.3% | 24,525 | +6.7% | 1.02% | +6.3% |
| Q1 2019 | $1,470,000 | +15.0% | 22,978 | +3.2% | 0.96% | +2.2% |
| Q4 2018 | $1,278,000 | +10.2% | 22,272 | +27.2% | 0.94% | +19.4% |
| Q3 2018 | $1,160,000 | +45.2% | 17,515 | +42.8% | 0.78% | +40.1% |
| Q2 2018 | $799,000 | +282.3% | 12,262 | +290.3% | 0.56% | +270.2% |
| Q1 2018 | $209,000 | – | 3,142 | – | 0.15% | – |
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% |