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 | $457,502 | +55.1% | 6,618 | +63.6% | 0.20% | +60.7% |
| Q2 2023 | $294,929 | -1.9% | 4,044 | -3.4% | 0.12% | -6.2% |
| Q1 2023 | $300,722 | -2.0% | 4,186 | -10.3% | 0.13% | -12.8% |
| Q4 2022 | $306,743 | -21.7% | 4,666 | -33.2% | 0.15% | -24.4% |
| Q3 2022 | $392,000 | -28.5% | 6,983 | -20.0% | 0.20% | -27.3% |
| Q2 2022 | $548,000 | -7.6% | 8,729 | +8.6% | 0.27% | +18.9% |
| Q1 2022 | $593,000 | -2.3% | 8,041 | +5.4% | 0.23% | +2.2% |
| Q4 2021 | $607,000 | +25.7% | 7,628 | +23.7% | 0.22% | +19.9% |
| Q3 2021 | $483,000 | +44.2% | 6,167 | +45.3% | 0.19% | +36.8% |
| Q2 2021 | $335,000 | +20.1% | 4,244 | +15.3% | 0.14% | +5.4% |
| Q1 2021 | $279,000 | – | 3,681 | – | 0.13% | – |
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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% |