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 | $3,093,567 | +232.0% | 44,750 | +250.3% | 0.10% | +250.0% |
| Q2 2023 | $931,754 | +6.9% | 12,776 | +5.3% | 0.03% | 0.0% |
| Q1 2023 | $871,850 | +109704.8% | 12,136 | +0.5% | 0.03% | +3.4% |
| Q4 2022 | $794 | -99.9% | 12,072 | -0.3% | 0.03% | +11.5% |
| Q3 2022 | $680,000 | -13.7% | 12,114 | -3.5% | 0.03% | -10.3% |
| Q2 2022 | $788,000 | +22.0% | 12,553 | +43.3% | 0.03% | +45.0% |
| Q1 2022 | $646,000 | -6.8% | 8,762 | +0.4% | 0.02% | 0.0% |
| Q4 2021 | $693,000 | +4.1% | 8,723 | +2.7% | 0.02% | -25.9% |
| Q3 2021 | $666,000 | +13.5% | 8,497 | +14.4% | 0.03% | +12.5% |
| Q2 2021 | $587,000 | +9.7% | 7,427 | +5.4% | 0.02% | +4.3% |
| Q1 2021 | $535,000 | +56.0% | 7,044 | +50.2% | 0.02% | +43.8% |
| Q4 2020 | $343,000 | – | 4,691 | – | 0.02% | – |
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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% |