ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 367 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $48,348,320 | +9.3% | 673,000 | 0.0% | 11.34% | +40.1% |
| Q4 2022 | $44,243,020 | +1217.9% | 673,000 | +1158.2% | 8.10% | +1104.6% |
| Q2 2022 | $3,357,000 | -14.9% | 53,490 | 0.0% | 0.67% | -3.0% |
| Q1 2022 | $3,944,000 | -7.2% | 53,490 | 0.0% | 0.69% | -19.1% |
| Q4 2021 | $4,250,000 | +1.4% | 53,490 | 0.0% | 0.86% | -21.0% |
| Q3 2021 | $4,193,000 | -0.8% | 53,490 | 0.0% | 1.08% | -25.0% |
| Q2 2021 | $4,227,000 | +4.1% | 53,490 | 0.0% | 1.45% | -37.3% |
| Q1 2021 | $4,060,000 | – | 53,490 | – | 2.31% | – |
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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% |