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 2022 | $11,002 | -99.7% | 167,352 | +134.6% | 0.55% | +157.7% |
| Q3 2022 | $4,003,000 | -36.2% | 71,320 | -28.6% | 0.22% | -35.8% |
| Q2 2022 | $6,271,000 | -88.9% | 99,914 | -86.9% | 0.34% | -82.8% |
| Q1 2022 | $56,325,000 | +214.9% | 763,940 | +239.4% | 1.94% | +304.8% |
| Q4 2021 | $17,884,000 | -6.2% | 225,074 | -7.5% | 0.48% | -37.4% |
| Q3 2021 | $19,068,000 | – | 243,279 | – | 0.77% | – |
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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% |