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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,809,713 | -2.7% | 156,368 | +2.7% | 3.74% | +1.8% |
| Q2 2023 | $11,106,976 | +3.1% | 152,296 | +1.6% | 3.68% | -0.8% |
| Q1 2023 | $10,773,398 | +12.9% | 149,964 | +3.3% | 3.71% | +6.6% |
| Q4 2022 | $9,543,440 | +15.2% | 145,169 | -1.6% | 3.48% | +12.2% |
| Q3 2022 | $8,282,000 | -4.3% | 147,557 | +7.0% | 3.10% | +0.4% |
| Q2 2022 | $8,654,000 | -11.1% | 137,894 | +4.4% | 3.08% | +1.8% |
| Q1 2022 | $9,738,000 | -3.0% | 132,081 | +4.6% | 3.03% | +0.1% |
| Q4 2021 | $10,037,000 | +8.3% | 126,320 | +6.8% | 3.03% | +1.9% |
| Q3 2021 | $9,270,000 | +4.5% | 118,275 | +5.3% | 2.97% | +1.4% |
| Q2 2021 | $8,873,000 | +10.8% | 112,271 | +6.4% | 2.93% | +5.7% |
| Q1 2021 | $8,006,000 | +21.8% | 105,485 | +17.2% | 2.77% | +13.0% |
| Q4 2020 | $6,571,000 | +20.8% | 89,966 | +5.0% | 2.45% | +8.0% |
| Q3 2020 | $5,438,000 | +12.3% | 85,665 | +7.2% | 2.27% | +8.9% |
| Q2 2020 | $4,843,000 | +26.1% | 79,946 | +10.6% | 2.09% | +7.3% |
| Q1 2020 | $3,842,000 | -15.1% | 72,272 | +9.7% | 1.94% | +2.1% |
| Q4 2019 | $4,527,000 | +16.3% | 65,861 | +8.5% | 1.90% | +9.7% |
| Q3 2019 | $3,891,000 | +10.0% | 60,687 | +10.3% | 1.74% | +6.8% |
| Q2 2019 | $3,538,000 | +3.6% | 55,015 | +1.8% | 1.63% | +0.9% |
| Q1 2019 | $3,414,000 | +19.0% | 54,047 | +8.1% | 1.61% | +8.6% |
| Q4 2018 | $2,868,000 | +8.7% | 49,999 | +25.4% | 1.48% | +24.6% |
| Q3 2018 | $2,639,000 | +44.1% | 39,866 | +41.7% | 1.19% | +39.6% |
| Q2 2018 | $1,831,000 | +27.6% | 28,133 | +31.9% | 0.85% | +26.0% |
| Q1 2018 | $1,435,000 | – | 21,330 | – | 0.68% | – |
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% |