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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |