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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,486,433 | -5.2% | 21,502 | 0.0% | 0.13% | 0.0% |
| Q2 2023 | $1,568,141 | +1.5% | 21,502 | 0.0% | 0.13% | -7.8% |
| Q1 2023 | $1,544,704 | +42.4% | 21,502 | +30.3% | 0.14% | +33.0% |
| Q4 2022 | $1,084,841 | +23.4% | 16,502 | +5.3% | 0.11% | +15.2% |
| Q3 2022 | $879,000 | -10.7% | 15,668 | 0.0% | 0.09% | -8.0% |
| Q2 2022 | $984,000 | -14.8% | 15,668 | 0.0% | 0.10% | -1.0% |
| Q1 2022 | $1,155,000 | -5.3% | 15,668 | +2.1% | 0.10% | -1.0% |
| Q4 2021 | $1,219,000 | +1.3% | 15,341 | 0.0% | 0.10% | -8.1% |
| Q3 2021 | $1,203,000 | -0.7% | 15,341 | 0.0% | 0.11% | -3.5% |
| Q2 2021 | $1,212,000 | +19.8% | 15,341 | +15.0% | 0.12% | +13.9% |
| Q1 2021 | $1,012,000 | +22.2% | 13,341 | +17.6% | 0.10% | +5.2% |
| Q4 2020 | $828,000 | +15.0% | 11,341 | 0.0% | 0.10% | 0.0% |
| Q3 2020 | $720,000 | +14.8% | 11,341 | +9.7% | 0.10% | +9.1% |
| Q2 2020 | $627,000 | +66.3% | 10,341 | +45.8% | 0.09% | +37.5% |
| Q1 2020 | $377,000 | +3.6% | 7,095 | +34.0% | 0.06% | +30.6% |
| Q4 2019 | $364,000 | +7.1% | 5,295 | 0.0% | 0.05% | -2.0% |
| Q3 2019 | $340,000 | -0.3% | 5,295 | 0.0% | 0.05% | -5.7% |
| Q2 2019 | $341,000 | +1.8% | 5,295 | 0.0% | 0.05% | +1.9% |
| Q1 2019 | $335,000 | – | 5,295 | – | 0.05% | – |
Download | ||||||
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% |