ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 536 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,892,481 | +76.7% | 27,376 | +86.4% | 0.04% | +79.2% |
| Q2 2023 | $1,070,836 | +27.2% | 14,683 | +25.3% | 0.02% | +20.0% |
| Q1 2023 | $841,767 | +8.5% | 11,717 | +8.3% | 0.02% | -4.8% |
| Q4 2022 | $776,077 | +1.4% | 10,818 | -20.6% | 0.02% | -27.6% |
| Q3 2022 | $765,000 | +58.7% | 13,629 | +77.5% | 0.03% | +81.2% |
| Q2 2022 | $482,000 | +95.9% | 7,680 | +144.7% | 0.02% | +45.5% |
| Q3 2021 | $246,000 | -0.4% | 3,139 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $247,000 | +4.2% | 3,125 | +0.1% | 0.01% | -15.4% |
| Q1 2021 | $237,000 | +3.9% | 3,123 | +0.0% | 0.01% | -18.8% |
| Q4 2020 | $228,000 | – | 3,122 | – | 0.02% | – |
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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% |