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% | – |
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% |