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 | $4,907,194 | -12.4% | 70,985 | -7.6% | 0.28% | -7.9% |
| Q2 2023 | $5,604,088 | +37.3% | 76,842 | +35.3% | 0.30% | +26.4% |
| Q1 2023 | $4,080,369 | -0.2% | 56,798 | -8.7% | 0.24% | -9.1% |
| Q4 2022 | $4,089,620 | +306.1% | 62,209 | +246.7% | 0.26% | +270.4% |
| Q3 2022 | $1,007,000 | -69.1% | 17,943 | -65.4% | 0.07% | -68.0% |
| Q2 2022 | $3,257,000 | +9.6% | 51,892 | +28.7% | 0.22% | +30.6% |
| Q1 2022 | $2,971,000 | +67.2% | 40,307 | +80.3% | 0.17% | +70.0% |
| Q4 2021 | $1,777,000 | +47.8% | 22,358 | +45.7% | 0.10% | +35.1% |
| Q3 2021 | $1,202,000 | -0.7% | 15,341 | +0.1% | 0.07% | 0.0% |
| Q2 2021 | $1,211,000 | – | 15,325 | – | 0.07% | – |
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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% |