ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 537 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,038 | -5.2% | 3,588 | 0.0% | 0.04% | -2.8% |
| Q2 2023 | $261,673 | +2.5% | 3,588 | +1.0% | 0.04% | -2.7% |
| Q1 2023 | $255,176 | +12.8% | 3,552 | +3.3% | 0.04% | +8.8% |
| Q4 2022 | $226,146 | +12.0% | 3,440 | -4.4% | 0.03% | +3.0% |
| Q3 2022 | $202,000 | -10.6% | 3,600 | 0.0% | 0.03% | -5.7% |
| Q2 2022 | $226,000 | -0.9% | 3,600 | +16.5% | 0.04% | +12.9% |
| Q1 2022 | $228,000 | – | 3,090 | – | 0.03% | – |
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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% |