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 | $261,321 | -26.4% | 3,780 | -22.3% | 0.01% | -23.1% |
| Q2 2023 | $354,960 | +34.7% | 4,867 | +32.7% | 0.01% | +30.0% |
| Q1 2023 | $263,559 | +346688.2% | 3,669 | +218.5% | 0.01% | +150.0% |
| Q4 2022 | $76 | -99.9% | 1,152 | -26.9% | 0.00% | -20.0% |
| Q3 2022 | $89,000 | -59.0% | 1,577 | -54.4% | 0.01% | -44.4% |
| Q2 2022 | $217,000 | -56.7% | 3,457 | -49.1% | 0.01% | -30.8% |
| Q1 2022 | $501,000 | -15.7% | 6,792 | -9.2% | 0.01% | 0.0% |
| Q4 2021 | $594,000 | -14.7% | 7,480 | -13.6% | 0.01% | -27.8% |
| Q3 2021 | $696,000 | +58.2% | 8,655 | +55.4% | 0.02% | +50.0% |
| Q2 2021 | $440,000 | +33.3% | 5,568 | +28.2% | 0.01% | +33.3% |
| Q1 2021 | $330,000 | – | 4,344 | – | 0.01% | – |
Download | ||||||
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% |