ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $149 | +11.2% | 1,967 | +1.4% | 0.00% | 0.0% |
| Q3 2023 | $134 | -5.0% | 1,939 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $141 | +7.6% | 1,928 | +6.0% | 0.00% | -33.3% |
| Q1 2023 | $131 | +9.2% | 1,819 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $120 | -100.0% | 1,819 | -81.8% | 0.00% | -83.3% |
| Q3 2022 | $561,000 | -3.3% | 9,989 | +8.0% | 0.01% | 0.0% |
| Q2 2022 | $580,000 | -4.6% | 9,245 | +12.0% | 0.01% | +9.1% |
| Q1 2022 | $608,000 | +53.9% | 8,253 | +66.3% | 0.01% | +57.1% |
| Q4 2021 | $395,000 | +23.8% | 4,964 | +22.1% | 0.01% | +16.7% |
| Q3 2021 | $319,000 | – | 4,064 | – | 0.01% | – |
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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% |