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 | $234,571 | -16.6% | 3,393 | -12.0% | 0.03% | -14.3% |
Q2 2023 | $281,158 | -42.0% | 3,855 | -15.4% | 0.04% | -45.3% |
Q1 2023 | $484,968 | +94.0% | 4,559 | +19.9% | 0.06% | +82.9% |
Q4 2022 | $250,023 | +23.2% | 3,803 | +5.1% | 0.04% | +12.9% |
Q3 2022 | $203,000 | +1.5% | 3,618 | +13.3% | 0.03% | +6.9% |
Q2 2022 | $200,000 | -11.5% | 3,192 | +4.0% | 0.03% | 0.0% |
Q1 2022 | $226,000 | -6.2% | 3,068 | +1.1% | 0.03% | 0.0% |
Q4 2021 | $241,000 | +11.6% | 3,035 | +10.2% | 0.03% | +3.6% |
Q3 2021 | $216,000 | -24.7% | 2,753 | -24.1% | 0.03% | -26.3% |
Q2 2021 | $287,000 | -3.0% | 3,628 | -7.0% | 0.04% | -11.6% |
Q1 2021 | $296,000 | +24.9% | 3,902 | +20.3% | 0.04% | +16.2% |
Q4 2020 | $237,000 | – | 3,244 | – | 0.04% | – |
Download |
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% |