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 | $408,933 | -48.1% | 5,915 | -45.3% | 0.00% | -25.0% |
| Q2 2023 | $788,009 | -3.3% | 10,805 | -4.8% | 0.00% | -20.0% |
| Q1 2023 | $815,240 | +6.5% | 11,348 | -2.6% | 0.01% | +25.0% |
| Q4 2022 | $765,805 | +49.3% | 11,649 | +27.4% | 0.00% | +33.3% |
| Q3 2022 | $513,000 | +9.6% | 9,141 | +22.5% | 0.00% | 0.0% |
| Q2 2022 | $468,000 | +120.8% | 7,464 | +180.4% | 0.00% | +200.0% |
| Q4 2021 | $212,000 | -19.4% | 2,662 | -23.1% | 0.00% | 0.0% |
| Q1 2021 | $263,000 | -9.9% | 3,462 | -13.3% | 0.00% | -50.0% |
| Q4 2020 | $292,000 | +16.8% | 3,992 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $250,000 | +23.8% | 3,935 | +17.9% | 0.00% | +100.0% |
| Q2 2020 | $202,000 | -6.0% | 3,337 | +6.9% | 0.00% | 0.0% |
| Q4 2019 | $215,000 | -29.0% | 3,122 | -33.8% | 0.00% | -50.0% |
| Q2 2019 | $303,000 | +21.7% | 4,719 | +19.7% | 0.00% | 0.0% |
| Q1 2019 | $249,000 | – | 3,943 | – | 0.00% | – |
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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% |