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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $710,411 | +1.5% | 9,741 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $699,793 | +9.3% | 9,741 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $640,373 | +17.1% | 9,741 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $547,000 | -10.5% | 9,741 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $611,000 | -9.3% | 9,741 | +6.5% | 0.01% | +10.0% |
| Q1 2022 | $674,000 | -7.3% | 9,144 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $727,000 | +1.4% | 9,144 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $717,000 | -1.5% | 9,144 | -0.7% | 0.01% | 0.0% |
| Q2 2021 | $728,000 | +4.1% | 9,209 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $699,000 | +3.9% | 9,209 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $673,000 | -35.6% | 9,209 | -44.0% | 0.01% | -42.9% |
| Q3 2020 | $1,045,000 | +33.3% | 16,459 | +27.3% | 0.02% | +23.5% |
| Q2 2020 | $784,000 | +14.0% | 12,934 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $688,000 | -9.6% | 12,934 | +16.9% | 0.02% | +21.4% |
| Q4 2019 | $761,000 | +7.3% | 11,064 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $709,000 | -0.4% | 11,064 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $712,000 | +1.9% | 11,064 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $699,000 | -36.2% | 11,064 | -42.1% | 0.01% | -44.0% |
| Q4 2018 | $1,096,000 | +333.2% | 19,099 | +400.8% | 0.02% | +400.0% |
| Q3 2018 | $253,000 | +2.0% | 3,814 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $248,000 | +0.4% | 3,814 | +4.0% | 0.01% | 0.0% |
| Q1 2018 | $247,000 | -0.8% | 3,668 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $249,000 | +2.5% | 3,668 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $243,000 | +5.7% | 3,668 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $230,000 | +4.5% | 3,668 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $220,000 | – | 3,668 | – | 0.01% | – |
Download | ||||||
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% |