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 | $15,653,521 | +3.9% | 226,436 | +9.6% | 0.15% | +2.0% |
| Q2 2023 | $15,064,494 | +7.7% | 206,561 | +6.1% | 0.15% | -0.7% |
| Q1 2023 | $13,982,450 | -51.7% | 194,633 | -55.8% | 0.15% | -40.9% |
| Q4 2022 | $28,942,495 | -99.7% | 440,257 | +18.1% | 0.26% | +129.5% |
| Q3 2022 | $10,476,466,000 | +85005.3% | 372,912 | +90.1% | 0.11% | -11.8% |
| Q2 2022 | $12,310,000 | +10.7% | 196,147 | +30.0% | 0.13% | +9.5% |
| Q1 2022 | $11,124,000 | +0.3% | 150,874 | +8.1% | 0.12% | +3.6% |
| Q4 2021 | $11,091,000 | +254.0% | 139,580 | +249.2% | 0.11% | +261.3% |
| Q3 2021 | $3,133,000 | +299.6% | 39,972 | +302.9% | 0.03% | +244.4% |
| Q2 2021 | $784,000 | +56.5% | 9,920 | +50.2% | 0.01% | +50.0% |
| Q1 2021 | $501,000 | -32.8% | 6,604 | -34.8% | 0.01% | -33.3% |
| Q4 2020 | $746,000 | – | 10,127 | – | 0.01% | – |
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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% |