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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,148,207 | +3.8% | 28,438 | -5.0% | 0.46% | -4.7% |
| Q3 2023 | $2,068,577 | -2.2% | 29,923 | +3.2% | 0.48% | +1.0% |
| Q2 2023 | $2,114,095 | +55.9% | 28,988 | +53.6% | 0.48% | +48.6% |
| Q1 2023 | $1,356,196 | +121422.9% | 18,878 | +11.2% | 0.32% | +19.2% |
| Q4 2022 | $1,116 | -99.8% | 16,983 | +99.8% | 0.27% | +118.5% |
| Q3 2022 | $477,000 | -4.4% | 8,498 | +6.9% | 0.12% | +5.1% |
| Q2 2022 | $499,000 | -5.7% | 7,948 | +10.7% | 0.12% | +19.2% |
| Q1 2022 | $529,000 | -8.2% | 7,178 | -1.0% | 0.10% | -2.9% |
| Q4 2021 | $576,000 | +1.4% | 7,248 | 0.0% | 0.10% | -7.3% |
| Q3 2021 | $568,000 | +5.2% | 7,248 | +6.1% | 0.11% | +5.8% |
| Q2 2021 | $540,000 | +4.0% | 6,834 | 0.0% | 0.10% | -3.7% |
| Q1 2021 | $519,000 | – | 6,834 | – | 0.11% | – |
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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% |