ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $818,016 | -2.3% | 11,833 | +3.1% | 0.06% | +3.4% |
| Q2 2023 | $837,310 | +14.2% | 11,481 | +12.5% | 0.06% | +7.3% |
| Q1 2023 | $733,343 | +8.6% | 10,208 | -0.6% | 0.06% | +5.8% |
| Q4 2022 | $675,084 | +18.9% | 10,269 | +1.5% | 0.05% | +10.6% |
| Q3 2022 | $568,000 | +1.2% | 10,118 | +13.3% | 0.05% | +9.3% |
| Q2 2022 | $561,000 | -8.8% | 8,933 | +7.1% | 0.04% | +2.4% |
| Q1 2022 | $615,000 | +1.5% | 8,341 | +9.3% | 0.04% | +7.7% |
| Q4 2021 | $606,000 | +10.2% | 7,629 | +8.6% | 0.04% | +2.6% |
| Q3 2021 | $550,000 | -0.9% | 7,023 | +0.0% | 0.04% | 0.0% |
| Q2 2021 | $555,000 | +7.1% | 7,020 | +2.8% | 0.04% | 0.0% |
| Q1 2021 | $518,000 | +12.4% | 6,828 | +8.1% | 0.04% | +5.6% |
| Q4 2020 | $461,000 | +53.7% | 6,318 | +33.7% | 0.04% | +38.5% |
| Q3 2020 | $300,000 | +6.8% | 4,726 | +1.7% | 0.03% | +4.0% |
| Q2 2020 | $281,000 | +3.7% | 4,645 | -8.7% | 0.02% | -13.8% |
| Q1 2020 | $271,000 | -22.6% | 5,090 | 0.0% | 0.03% | -9.4% |
| Q4 2019 | $350,000 | +11.5% | 5,090 | +4.1% | 0.03% | +3.2% |
| Q3 2019 | $314,000 | – | 4,890 | – | 0.03% | – |
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% |