ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,972 | -10.3% | 9,055 | -5.4% | 0.07% | -6.8% |
| Q2 2023 | $698,086 | +1.5% | 9,572 | 0.0% | 0.07% | +1.4% |
| Q1 2023 | $687,652 | +9.3% | 9,572 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $629,263 | +13.4% | 9,572 | -3.1% | 0.07% | +2.8% |
| Q3 2022 | $555,000 | -10.5% | 9,881 | 0.0% | 0.07% | -4.1% |
| Q2 2022 | $620,000 | -10.8% | 9,881 | +4.8% | 0.07% | -5.1% |
| Q1 2022 | $695,000 | +22.4% | 9,431 | +32.0% | 0.08% | +20.0% |
| Q4 2021 | $568,000 | +27.6% | 7,143 | +25.8% | 0.06% | +16.1% |
| Q3 2021 | $445,000 | +15.0% | 5,677 | +15.9% | 0.06% | +9.8% |
| Q2 2021 | $387,000 | -0.5% | 4,898 | -4.3% | 0.05% | -8.9% |
| Q1 2021 | $389,000 | +3.5% | 5,119 | -0.6% | 0.06% | -3.4% |
| Q4 2020 | $376,000 | – | 5,149 | – | 0.06% | – |
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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% |