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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $310,620 | -22.4% | 4,112 | -29.0% | 0.04% | -20.4% |
| Q3 2023 | $400,539 | +63.6% | 5,794 | +72.6% | 0.05% | +54.3% |
| Q2 2023 | $244,826 | -11.1% | 3,357 | -12.4% | 0.04% | -18.6% |
| Q1 2023 | $275,435 | +7.7% | 3,834 | -1.5% | 0.04% | -4.4% |
| Q4 2022 | $255,794 | -42.1% | 3,891 | -50.6% | 0.04% | -59.5% |
| Q3 2022 | $442,000 | -4.9% | 7,875 | +6.2% | 0.11% | -15.3% |
| Q2 2022 | $465,000 | +8.6% | 7,416 | +27.6% | 0.13% | +22.4% |
| Q1 2022 | $428,000 | +1.2% | 5,811 | +9.2% | 0.11% | -2.7% |
| Q4 2021 | $423,000 | -28.9% | 5,323 | -29.3% | 0.11% | -41.5% |
| Q2 2021 | $595,000 | +6.2% | 7,529 | +2.0% | 0.19% | -6.5% |
| Q1 2021 | $560,000 | -3.8% | 7,379 | -7.4% | 0.20% | -13.7% |
| Q4 2020 | $582,000 | – | 7,965 | – | 0.23% | – |
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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% |