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 | $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 | 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% |