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 | $298,568 | -71.6% | 4,319 | -70.0% | 0.07% | -72.1% |
| Q2 2023 | $1,050,260 | +108.0% | 14,401 | +104.9% | 0.25% | +24.3% |
| Q1 2023 | $504,942 | +14.6% | 7,029 | +8.9% | 0.20% | +12.8% |
| Q4 2022 | $440,727 | +20.7% | 6,455 | +13.0% | 0.18% | +9.8% |
| Q2 2022 | $365,000 | -21.5% | 5,714 | -15.2% | 0.16% | -7.4% |
| Q1 2022 | $465,000 | -69.5% | 6,742 | -64.7% | 0.18% | -65.8% |
| Q4 2021 | $1,526,000 | +41.2% | 19,092 | +41.0% | 0.51% | +26.6% |
| Q3 2021 | $1,081,000 | +114.1% | 13,541 | +110.3% | 0.41% | +86.2% |
| Q2 2021 | $505,000 | +75.3% | 6,438 | +69.7% | 0.22% | +51.4% |
| Q1 2021 | $288,000 | – | 3,794 | – | 0.14% | – |
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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% |