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 | $660,053 | -5.1% | 9,548 | +0.1% | 0.04% | 0.0% |
| Q2 2023 | $695,679 | +6.8% | 9,539 | +5.2% | 0.04% | +4.7% |
| Q1 2023 | $651,230 | +11.4% | 9,065 | +2.0% | 0.04% | +13.2% |
| Q4 2022 | $584,363 | +102.2% | 8,889 | +72.6% | 0.04% | +81.0% |
| Q3 2022 | $289,000 | -11.6% | 5,150 | -1.2% | 0.02% | -8.7% |
| Q2 2022 | $327,000 | +0.9% | 5,214 | +18.6% | 0.02% | +15.0% |
| Q1 2022 | $324,000 | +36.1% | 4,395 | +46.9% | 0.02% | +42.9% |
| Q4 2021 | $238,000 | +1.3% | 2,992 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $235,000 | +4.9% | 2,992 | +5.5% | 0.02% | +7.1% |
| Q2 2021 | $224,000 | +9.3% | 2,835 | +4.9% | 0.01% | 0.0% |
| Q1 2021 | $205,000 | – | 2,703 | – | 0.01% | – |
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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% |