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 | $1,767,164 | -0.8% | 25,563 | +4.6% | 0.18% | -0.5% |
| Q2 2023 | $1,782,029 | +8.7% | 24,435 | +7.0% | 0.19% | +5.7% |
| Q1 2023 | $1,639,981 | +9.7% | 22,828 | +0.4% | 0.18% | +3.5% |
| Q4 2022 | $1,494,812 | +11.6% | 22,738 | -4.7% | 0.17% | +7.6% |
| Q3 2022 | $1,339,000 | -9.5% | 23,858 | +1.2% | 0.16% | -5.4% |
| Q2 2022 | $1,480,000 | -9.4% | 23,578 | +6.4% | 0.17% | +1.8% |
| Q1 2022 | $1,634,000 | -2.0% | 22,165 | +3.3% | 0.16% | -3.5% |
| Q4 2021 | $1,668,000 | +66.1% | 21,466 | +67.6% | 0.17% | +3.7% |
| Q3 2021 | $1,004,000 | +12.7% | 12,807 | +13.6% | 0.16% | +13.1% |
| Q2 2021 | $891,000 | +14.8% | 11,271 | +10.2% | 0.14% | +57.6% |
| Q1 2021 | $776,000 | +16.0% | 10,230 | +11.6% | 0.09% | +12.2% |
| Q4 2020 | $669,000 | +115.1% | 9,163 | +87.0% | 0.08% | +86.4% |
| Q3 2020 | $311,000 | -24.1% | 4,900 | -27.5% | 0.04% | -29.0% |
| Q2 2020 | $410,000 | -10.5% | 6,763 | -21.6% | 0.06% | -27.1% |
| Q1 2020 | $458,000 | -1.3% | 8,621 | +27.9% | 0.08% | +21.4% |
| Q4 2019 | $464,000 | +13.2% | 6,743 | +5.5% | 0.07% | +22.8% |
| Q3 2019 | $410,000 | +23.1% | 6,391 | +23.4% | 0.06% | +21.3% |
| Q2 2019 | $333,000 | – | 5,180 | – | 0.05% | – |
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% |