ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,749,000 | -18.5% | 135,710 | -25.4% | 0.01% | -14.3% |
| Q4 2022 | $11,967,000 | -50.4% | 182,030 | -57.7% | 0.01% | -53.3% |
| Q3 2022 | $24,150,000 | -11.0% | 430,255 | -0.5% | 0.03% | 0.0% |
| Q2 2022 | $27,132,000 | -0.7% | 432,319 | +16.6% | 0.03% | +42.9% |
| Q1 2022 | $27,335,000 | +7.2% | 370,750 | +15.6% | 0.02% | 0.0% |
| Q4 2021 | $25,494,000 | -38.9% | 320,840 | -39.7% | 0.02% | -41.7% |
| Q3 2021 | $41,698,000 | +0.1% | 532,000 | +0.9% | 0.04% | +5.9% |
| Q2 2021 | $41,654,000 | +132.6% | 527,070 | +123.4% | 0.03% | +36.0% |
| Q1 2021 | $17,911,000 | – | 235,980 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |