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 | $212,990 | -12.9% | 3,081 | -8.1% | 0.02% | -11.8% |
| Q2 2023 | $244,607 | +13.8% | 3,354 | +12.1% | 0.02% | +6.2% |
| Q1 2023 | $215,017 | +4.4% | 2,993 | +6.9% | 0.02% | +14.3% |
| Q1 2022 | $206,000 | -8.0% | 2,800 | -0.7% | 0.01% | -6.7% |
| Q4 2021 | $224,000 | +5.7% | 2,819 | +4.2% | 0.02% | +7.1% |
| Q3 2021 | $212,000 | -17.2% | 2,705 | -16.4% | 0.01% | -26.3% |
| Q2 2021 | $256,000 | +9.9% | 3,235 | +5.2% | 0.02% | +5.6% |
| Q1 2021 | $233,000 | – | 3,074 | – | 0.02% | – |
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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% |