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 | $11,127 | +2.7% | 163,350 | +12.8% | 5.43% | +8.4% |
| Q2 2023 | $10,837 | -99.9% | 144,851 | -15.3% | 5.01% | -17.6% |
| Q1 2023 | $12,279,036 | +12.7% | 170,922 | +3.1% | 6.08% | +3.1% |
| Q4 2022 | $10,897,983 | +17.0% | 165,774 | -0.1% | 5.90% | +1.4% |
| Q3 2022 | $9,317,000 | -2.7% | 165,993 | +8.8% | 5.81% | +1.3% |
| Q2 2022 | $9,578,000 | +0.7% | 152,609 | +18.3% | 5.74% | +15.6% |
| Q1 2022 | $9,514,000 | +6.9% | 129,035 | +15.2% | 4.96% | +10.1% |
| Q4 2021 | $8,901,000 | +3.1% | 112,016 | +1.7% | 4.51% | -8.7% |
| Q3 2021 | $8,635,000 | +1.5% | 110,169 | +2.4% | 4.94% | -1.3% |
| Q2 2021 | $8,504,000 | +6.8% | 107,600 | +2.6% | 5.00% | -3.8% |
| Q1 2021 | $7,964,000 | +11.3% | 104,923 | +7.1% | 5.20% | -7.4% |
| Q4 2020 | $7,156,000 | – | 97,969 | – | 5.61% | – |
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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% |