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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $656,887 | -7.7% | 9,502 | -2.6% | 0.50% | +228.9% |
| Q2 2023 | $711,447 | +9.8% | 9,755 | +8.2% | 0.15% | +23.6% |
| Q1 2023 | $647,688 | +20.4% | 9,016 | +10.2% | 0.12% | +12.8% |
| Q4 2022 | $537,734 | -1.0% | 8,180 | -15.5% | 0.11% | -5.2% |
| Q3 2022 | $543,000 | +44.0% | 9,679 | +60.8% | 0.12% | +43.8% |
| Q2 2022 | $377,000 | -3.6% | 6,021 | +13.5% | 0.08% | +12.7% |
| Q1 2022 | $391,000 | -41.5% | 5,307 | -36.9% | 0.07% | -46.6% |
| Q4 2021 | $668,000 | – | 8,413 | – | 0.13% | – |
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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% |