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 | $1,928,727 | -5.2% | 27,900 | 0.0% | 0.98% | +5.7% |
| Q2 2023 | $2,034,747 | +1.5% | 27,900 | 0.0% | 0.93% | -7.5% |
| Q1 2023 | $2,004,336 | +4.1% | 27,900 | -4.8% | 1.01% | -5.9% |
| Q4 2022 | $1,926,182 | +15.9% | 29,300 | -1.0% | 1.07% | +16.6% |
| Q3 2022 | $1,662,000 | -30.4% | 29,609 | -22.2% | 0.92% | -45.9% |
| Q2 2022 | $2,387,000 | -14.3% | 38,040 | +0.8% | 1.70% | +17.5% |
| Q1 2022 | $2,784,000 | -11.8% | 37,753 | -5.0% | 1.44% | -7.4% |
| Q4 2021 | $3,157,000 | +23.0% | 39,732 | +21.3% | 1.56% | +11.7% |
| Q3 2021 | $2,566,000 | -1.5% | 32,743 | -0.0% | 1.40% | +4.0% |
| Q2 2021 | $2,605,000 | +6.0% | 32,747 | +1.1% | 1.34% | -5.0% |
| Q1 2021 | $2,457,000 | +8.0% | 32,378 | +3.9% | 1.41% | +5.9% |
| Q4 2020 | $2,275,000 | – | 31,151 | – | 1.33% | – |
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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% |