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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,137,105 | +13.6% | 17,297 | -3.0% | 0.19% | +8.7% |
| Q3 2022 | $1,001,000 | -3.4% | 17,832 | +8.1% | 0.17% | +3.6% |
| Q2 2022 | $1,036,000 | -12.6% | 16,500 | +2.6% | 0.17% | -46.8% |
| Q1 2022 | $1,186,000 | -21.9% | 16,089 | -15.8% | 0.31% | +45.1% |
| Q4 2021 | $1,519,000 | +3.5% | 19,115 | +2.1% | 0.22% | -4.4% |
| Q3 2021 | $1,467,000 | -1.7% | 18,714 | -1.0% | 0.22% | -0.4% |
| Q2 2021 | $1,493,000 | -60.5% | 18,897 | -62.0% | 0.23% | -62.0% |
| Q1 2021 | $3,776,000 | -21.8% | 49,747 | -24.7% | 0.59% | -26.8% |
| Q4 2020 | $4,827,000 | +52.8% | 66,090 | +32.8% | 0.81% | +32.1% |
| Q3 2020 | $3,160,000 | +25.5% | 49,779 | +19.8% | 0.61% | +7.0% |
| Q2 2020 | $2,517,000 | +31.4% | 41,549 | +15.4% | 0.57% | +2.1% |
| Q1 2020 | $1,915,000 | – | 36,015 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |