ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 377 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,030 | +10.0% | 5,425 | +16.0% | 0.05% | +9.1% |
| Q2 2023 | $341,021 | +1.5% | 4,676 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $335,924 | +6.1% | 4,676 | -2.9% | 0.05% | 0.0% |
| Q4 2022 | $316,604 | -6.9% | 4,816 | -20.5% | 0.05% | -27.0% |
| Q3 2022 | $340,000 | -18.9% | 6,059 | -9.4% | 0.06% | -40.0% |
| Q2 2022 | $419,000 | -89.9% | 6,691 | -97.8% | 0.10% | +84.2% |
| Q1 2022 | $4,134,000 | +1175.9% | 304,799 | +7354.1% | 0.06% | -37.4% |
| Q4 2021 | $324,000 | +5.5% | 4,089 | +4.2% | 0.09% | +4.6% |
| Q3 2021 | $307,000 | -1.0% | 3,924 | 0.0% | 0.09% | -14.7% |
| Q2 2021 | $310,000 | +24.5% | 3,924 | +19.2% | 0.10% | +12.1% |
| Q1 2021 | $249,000 | +11.2% | 3,292 | +6.9% | 0.09% | +11.0% |
| Q4 2020 | $224,000 | – | 3,080 | – | 0.08% | – |
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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% |