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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $396,911 | +3.3% | 5,442 | +1.8% | 0.20% | -11.6% |
| Q1 2023 | $384,112 | +24.2% | 5,347 | +13.6% | 0.22% | +31.0% |
| Q4 2022 | $309,357 | +17.2% | 4,706 | +0.0% | 0.17% | -11.4% |
| Q3 2022 | $264,000 | -6.4% | 4,705 | +4.8% | 0.19% | +3.8% |
| Q2 2022 | $282,000 | -27.1% | 4,491 | -14.5% | 0.19% | -44.8% |
| Q1 2022 | $387,000 | -24.3% | 5,255 | -18.4% | 0.34% | +4.3% |
| Q4 2021 | $511,000 | +49.4% | 6,437 | +47.6% | 0.32% | -1.8% |
| Q3 2021 | $342,000 | +7.9% | 4,360 | +8.8% | 0.33% | +11.5% |
| Q2 2021 | $317,000 | +6.7% | 4,006 | +2.3% | 0.30% | -8.7% |
| Q1 2021 | $297,000 | +9.6% | 3,915 | +5.3% | 0.32% | -5.0% |
| Q4 2020 | $271,000 | – | 3,717 | – | 0.34% | – |
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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% |