ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 497 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $318,415 | -3.4% | 3,901 | -9.6% | 0.06% | -14.5% |
| Q1 2024 | $329,754 | +2.6% | 4,317 | 0.0% | 0.07% | -4.2% |
| Q4 2023 | $321,294 | +2.0% | 4,317 | -5.9% | 0.07% | -11.1% |
| Q3 2023 | $314,874 | -9.3% | 4,587 | -3.7% | 0.08% | -5.8% |
| Q2 2023 | $347,008 | -0.0% | 4,763 | +0.8% | 0.09% | -5.5% |
| Q1 2023 | $347,059 | -3.8% | 4,724 | -6.5% | 0.09% | -6.2% |
| Q4 2022 | $360,881 | +23.2% | 5,051 | +1.6% | 0.10% | +7.8% |
| Q3 2022 | $293,000 | -12.3% | 4,973 | -1.3% | 0.09% | -7.2% |
| Q2 2022 | $334,000 | -3.2% | 5,037 | +3.0% | 0.10% | +5.4% |
| Q1 2022 | $345,000 | -18.1% | 4,889 | -7.6% | 0.09% | -16.4% |
| Q4 2021 | $421,000 | – | 5,290 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |