ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,730,117 | +5.9% | 111,820 | +11.7% | 0.02% | +5.3% |
| Q2 2023 | $7,302,706 | +16.9% | 100,133 | +15.2% | 0.02% | +11.8% |
| Q1 2023 | $6,245,181 | +77.6% | 86,932 | +62.6% | 0.02% | +70.0% |
| Q4 2022 | $3,515,670 | +42.3% | 53,478 | +21.4% | 0.01% | +25.0% |
| Q3 2022 | $2,471,000 | +11.3% | 44,038 | +24.4% | 0.01% | +14.3% |
| Q2 2022 | $2,221,000 | -0.3% | 35,392 | +17.1% | 0.01% | +16.7% |
| Q1 2022 | $2,228,000 | +256.5% | 30,217 | +285.0% | 0.01% | +200.0% |
| Q4 2021 | $625,000 | +57.0% | 7,849 | +54.2% | 0.00% | +100.0% |
| Q3 2021 | $398,000 | – | 5,090 | – | 0.00% | – |
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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% |