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 | $29,020,705 | -3.2% | 419,799 | +2.1% | 0.53% | +0.6% |
| Q2 2023 | $29,984,367 | +2.9% | 411,139 | +1.4% | 0.53% | -2.2% |
| Q1 2023 | $29,140,387 | +24.0% | 405,629 | +13.5% | 0.54% | +18.2% |
| Q4 2022 | $23,498,172 | +32.2% | 357,441 | +12.8% | 0.46% | +18.7% |
| Q3 2022 | $17,781,000 | +24.2% | 316,782 | +38.9% | 0.38% | +27.5% |
| Q2 2022 | $14,316,000 | -30.6% | 228,112 | -18.4% | 0.30% | -18.4% |
| Q1 2022 | $20,615,000 | +16.5% | 279,599 | +25.5% | 0.37% | +27.1% |
| Q4 2021 | $17,696,000 | +21.7% | 222,704 | +20.1% | 0.29% | +12.4% |
| Q3 2021 | $14,538,000 | -5.0% | 185,478 | -4.2% | 0.26% | -12.5% |
| Q2 2021 | $15,296,000 | +36.3% | 193,549 | +30.9% | 0.30% | +29.8% |
| Q1 2021 | $11,219,000 | +6.2% | 147,812 | +2.2% | 0.23% | +3.6% |
| Q4 2020 | $10,560,000 | +18.2% | 144,574 | +2.8% | 0.22% | +4.8% |
| Q3 2020 | $8,931,000 | +3.1% | 140,700 | -1.6% | 0.21% | -1.9% |
| Q2 2020 | $8,665,000 | +40.1% | 143,025 | +22.9% | 0.21% | +18.9% |
| Q1 2020 | $6,187,000 | -35.3% | 116,390 | -16.3% | 0.18% | -19.3% |
| Q4 2019 | $9,558,000 | +72.0% | 139,052 | +60.4% | 0.22% | +60.4% |
| Q3 2019 | $5,558,000 | +4.8% | 86,682 | +5.1% | 0.14% | 0.0% |
| Q2 2019 | $5,302,000 | +79.4% | 82,448 | +76.3% | 0.14% | +75.9% |
| Q1 2019 | $2,955,000 | – | 46,776 | – | 0.08% | – |
Download | ||||||
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% |