ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $192,458 | -50.5% | 2,784 | -47.8% | 0.11% | -49.8% |
| Q2 2023 | $388,790 | -13.0% | 5,331 | -14.3% | 0.23% | -22.0% |
| Q1 2023 | $446,629 | +13.9% | 6,217 | +4.2% | 0.29% | +4.7% |
| Q4 2022 | $392,073 | +5.4% | 5,964 | -9.9% | 0.28% | -1.4% |
| Q3 2022 | $372,000 | -99.9% | 6,622 | +24.3% | 0.28% | +9.3% |
| Q2 2022 | $334,323,000 | +99996.7% | 5,327 | +16.6% | 0.26% | +12.7% |
| Q1 2022 | $334,000 | -54.1% | 4,570 | -50.1% | 0.23% | -58.0% |
| Q4 2021 | $728,000 | +18.2% | 9,163 | +16.5% | 0.54% | -8.9% |
| Q3 2021 | $616,000 | +292.4% | 7,868 | +298.0% | 0.60% | +249.7% |
| Q2 2021 | $157,000 | +60.2% | 1,977 | +52.7% | 0.17% | +48.7% |
| Q1 2021 | $98,000 | +108.5% | 1,295 | +104.3% | 0.12% | +98.3% |
| Q4 2020 | $47,000 | – | 634 | – | 0.06% | – |
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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% |