ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 383 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,896,795 | -3.4% | 74,851 | -2.1% | 1.19% | -6.2% |
| Q1 2024 | $6,106,771 | +4.5% | 76,421 | -1.2% | 1.26% | -2.8% |
| Q4 2023 | $5,841,823 | +5.9% | 77,334 | -3.0% | 1.30% | -5.2% |
| Q3 2023 | $5,514,198 | -4.0% | 79,766 | +1.2% | 1.37% | +1.9% |
| Q2 2023 | $5,746,880 | +1.4% | 78,800 | -0.2% | 1.35% | -3.7% |
| Q1 2023 | $5,669,761 | +5.3% | 78,922 | -3.7% | 1.40% | -3.6% |
| Q4 2022 | $5,385,863 | -28.8% | 81,927 | -39.2% | 1.45% | -36.4% |
| Q3 2022 | $7,566,000 | -6.8% | 134,810 | +4.3% | 2.28% | -4.7% |
| Q2 2022 | $8,115,000 | -6.6% | 129,309 | +9.7% | 2.39% | +12.8% |
| Q1 2022 | $8,692,000 | -9.0% | 117,890 | -1.9% | 2.12% | -8.4% |
| Q4 2021 | $9,554,000 | +4.0% | 120,142 | +2.5% | 2.31% | -1.7% |
| Q3 2021 | $9,189,000 | +0.9% | 117,241 | +1.7% | 2.35% | +0.6% |
| Q2 2021 | $9,108,000 | +3.4% | 115,249 | -0.7% | 2.34% | -5.1% |
| Q1 2021 | $8,811,000 | +0.2% | 116,091 | -0.6% | 2.46% | +3.0% |
| Q4 2020 | $8,793,000 | – | 116,830 | – | 2.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |