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 | $122,481,701 | -17.4% | 1,771,759 | -12.9% | 0.00% | 0.0% |
| Q2 2023 | $148,367,624 | +0.4% | 2,034,384 | -1.1% | 0.00% | 0.0% |
| Q1 2023 | $147,843,924 | +14.6% | 2,057,961 | +4.9% | 0.00% | 0.0% |
| Q4 2022 | $129,011,995 | +12.3% | 1,962,458 | -4.1% | 0.00% | 0.0% |
| Q3 2022 | $114,919,000 | -20.3% | 2,047,382 | -10.8% | 0.00% | -20.0% |
| Q2 2022 | $144,123,000 | -20.2% | 2,296,414 | -6.3% | 0.01% | 0.0% |
| Q1 2022 | $180,654,000 | -18.0% | 2,450,209 | -11.7% | 0.01% | -16.7% |
| Q4 2021 | $220,376,000 | +3.3% | 2,773,411 | +1.9% | 0.01% | 0.0% |
| Q3 2021 | $213,394,000 | +20.2% | 2,722,552 | +21.2% | 0.01% | +20.0% |
| Q2 2021 | $177,570,000 | +10.2% | 2,246,864 | +5.8% | 0.01% | 0.0% |
| Q1 2021 | $161,148,000 | +4.6% | 2,123,177 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $154,082,000 | +9.6% | 2,109,569 | -4.8% | 0.01% | 0.0% |
| Q3 2020 | $140,622,000 | +158.0% | 2,215,206 | +146.2% | 0.01% | +150.0% |
| Q2 2020 | $54,498,000 | +92.0% | 899,596 | +68.5% | 0.00% | +100.0% |
| Q1 2020 | $28,377,000 | -29.0% | 533,809 | -8.3% | 0.00% | -50.0% |
| Q4 2019 | $39,994,000 | +5.4% | 581,818 | -1.7% | 0.00% | 0.0% |
| Q3 2019 | $37,954,000 | +3.2% | 591,927 | +3.5% | 0.00% | 0.0% |
| Q2 2019 | $36,761,000 | +22.4% | 571,636 | +20.3% | 0.00% | +100.0% |
| Q1 2019 | $30,023,000 | +12.3% | 475,195 | +2.0% | 0.00% | 0.0% |
| Q4 2018 | $26,738,000 | -9.4% | 465,972 | +4.5% | 0.00% | 0.0% |
| Q3 2018 | $29,517,000 | +9.8% | 445,756 | +8.0% | 0.00% | 0.0% |
| Q2 2018 | $26,880,000 | -1.4% | 412,709 | +1.9% | 0.00% | 0.0% |
| Q1 2018 | $27,271,000 | +25.6% | 405,087 | +26.6% | 0.00% | 0.0% |
| Q4 2017 | $21,713,000 | -49.2% | 320,055 | -50.4% | 0.00% | -50.0% |
| Q3 2017 | $42,735,000 | -14.7% | 645,066 | -19.4% | 0.00% | -33.3% |
| Q2 2017 | $50,120,000 | -7.3% | 800,080 | -11.1% | 0.00% | 0.0% |
| Q1 2017 | $54,081,000 | +7.8% | 900,000 | 0.0% | 0.00% | -95.8% |
| Q4 2016 | $50,165,000 | – | 900,000 | – | 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% |