ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 537 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |