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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,408,386 | -6.8% | 34,839 | -1.7% | 0.19% | -1.0% |
| Q2 2023 | $2,584,798 | -4.4% | 35,442 | -5.8% | 0.19% | -8.1% |
| Q1 2023 | $2,703,142 | +13.5% | 37,627 | +3.9% | 0.21% | +4.5% |
| Q4 2022 | $2,381,382 | +17.3% | 36,224 | +0.1% | 0.20% | +6.9% |
| Q3 2022 | $2,031,000 | -5.9% | 36,193 | +5.2% | 0.19% | -1.0% |
| Q2 2022 | $2,158,000 | -3.1% | 34,388 | +13.8% | 0.19% | +9.8% |
| Q1 2022 | $2,227,000 | +6.1% | 30,207 | +14.4% | 0.17% | +10.8% |
| Q4 2021 | $2,098,000 | +221.8% | 26,399 | +217.5% | 0.16% | +196.2% |
| Q3 2021 | $652,000 | +27.6% | 8,314 | +28.6% | 0.05% | +26.2% |
| Q2 2021 | $511,000 | +110.3% | 6,464 | +101.9% | 0.04% | +100.0% |
| Q1 2021 | $243,000 | – | 3,201 | – | 0.02% | – |
Download | ||||||
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% |