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 | $650,427 | +64.0% | 9,118 | +67.5% | 0.00% | 0.0% |
| Q2 2023 | $396,573 | +7.8% | 5,444 | +6.5% | 0.00% | 0.0% |
| Q1 2023 | $367,998 | +451.6% | 5,114 | +403.8% | 0.00% | – |
| Q4 2022 | $66,714 | -11.0% | 1,015 | -34.2% | 0.00% | – |
| Q3 2022 | $75,000 | -10.7% | 1,542 | +15.2% | 0.00% | – |
| Q2 2022 | $84,000 | -39.6% | 1,339 | -29.3% | 0.00% | – |
| Q1 2022 | $139,000 | +0.7% | 1,894 | +9.0% | 0.00% | – |
| Q4 2021 | $138,000 | – | 1,737 | – | 0.00% | – |
Download | ||||||
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% |