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 | $485,293 | -5.2% | 7,020 | 0.0% | 0.24% | +5.7% |
| Q2 2023 | $511,969 | -8.2% | 7,020 | -9.6% | 0.23% | -9.9% |
| Q1 2023 | $557,766 | -0.7% | 7,764 | -9.1% | 0.25% | -1.2% |
| Q4 2022 | $561,683 | +98.5% | 8,544 | +69.8% | 0.26% | +47.1% |
| Q3 2022 | $283,000 | +26.9% | 5,033 | +41.5% | 0.17% | +39.2% |
| Q2 2022 | $223,000 | +7.7% | 3,556 | +36.5% | 0.12% | +28.9% |
| Q4 2021 | $207,000 | +1.5% | 2,605 | 0.0% | 0.10% | -8.5% |
| Q3 2021 | $204,000 | -10.5% | 2,605 | -9.7% | 0.11% | -7.8% |
| Q2 2021 | $228,000 | – | 2,885 | – | 0.12% | – |
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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% |