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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,798,456 | +8.4% | 23,808 | -0.8% | 0.06% | -4.8% |
| Q3 2023 | $1,658,636 | -5.7% | 23,993 | -0.5% | 0.06% | -1.6% |
| Q2 2023 | $1,758,196 | +1.0% | 24,108 | -0.5% | 0.06% | -5.9% |
| Q1 2023 | $1,740,898 | +104773.4% | 24,233 | -4.0% | 0.07% | -1.4% |
| Q4 2022 | $1,660 | -99.9% | 25,248 | -3.8% | 0.07% | +3.0% |
| Q3 2022 | $1,473,000 | +38.2% | 26,240 | +54.5% | 0.07% | +48.9% |
| Q2 2022 | $1,066,000 | -40.0% | 16,985 | -29.5% | 0.04% | -27.4% |
| Q1 2022 | $1,776,000 | -8.4% | 24,085 | -1.3% | 0.06% | -3.1% |
| Q4 2021 | $1,939,000 | +14.5% | 24,405 | +12.9% | 0.06% | +4.9% |
| Q3 2021 | $1,694,000 | +21.0% | 21,610 | +22.0% | 0.06% | +22.0% |
| Q2 2021 | $1,400,000 | +150.4% | 17,715 | +140.5% | 0.05% | +127.3% |
| Q1 2021 | $559,000 | +59.3% | 7,365 | +53.4% | 0.02% | +57.1% |
| Q4 2020 | $351,000 | – | 4,800 | – | 0.01% | – |
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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% |