ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 544 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 2024 | $792,606 | -8.2% | 10,061 | -6.8% | 0.05% | -10.7% |
| Q1 2024 | $863,028 | +9.2% | 10,800 | +3.2% | 0.06% | +1.8% |
| Q4 2023 | $790,375 | +10.8% | 10,463 | +1.4% | 0.06% | 0.0% |
| Q3 2023 | $713,491 | -4.5% | 10,321 | +0.8% | 0.06% | -6.8% |
| Q2 2023 | $746,876 | +2.2% | 10,241 | +0.6% | 0.06% | -1.7% |
| Q1 2023 | $731,044 | +41.4% | 10,176 | +29.4% | 0.06% | +30.4% |
| Q4 2022 | $517,111 | +17.0% | 7,866 | 0.0% | 0.05% | +2.2% |
| Q3 2022 | $442,000 | -10.5% | 7,866 | 0.0% | 0.04% | -8.2% |
| Q2 2022 | $494,000 | -19.3% | 7,866 | +2.2% | 0.05% | -10.9% |
| Q4 2021 | $612,000 | – | 7,700 | – | 0.06% | – |
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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% |