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 | $6,070,871 | -11.8% | 89,120 | -5.5% | 2.71% | -8.2% |
| Q2 2023 | $6,880,181 | +14.6% | 94,340 | +12.9% | 2.95% | -2.8% |
| Q1 2023 | $6,003,563 | +148.5% | 83,569 | +127.4% | 3.04% | +123.6% |
| Q4 2022 | $2,416,111 | +415.2% | 36,753 | +339.8% | 1.36% | +328.4% |
| Q3 2022 | $469,000 | -73.8% | 8,357 | -70.8% | 0.32% | -69.0% |
| Q2 2022 | $1,793,000 | +62.3% | 28,575 | +90.7% | 1.02% | +91.9% |
| Q1 2022 | $1,105,000 | -1.1% | 14,984 | +6.6% | 0.53% | +6.4% |
| Q4 2021 | $1,117,000 | -4.5% | 14,062 | -2.7% | 0.50% | -9.7% |
| Q3 2021 | $1,170,000 | +33.4% | 14,458 | +30.3% | 0.55% | +20.2% |
| Q2 2021 | $877,000 | +43.1% | 11,100 | +37.4% | 0.46% | +29.1% |
| Q1 2021 | $613,000 | +0.8% | 8,077 | -1.3% | 0.36% | -0.6% |
| Q4 2020 | $608,000 | – | 8,187 | – | 0.36% | – |
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% |