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 | $5,736,615 | +2.7% | 82,983 | +8.4% | 0.59% | -15.1% |
| Q2 2023 | $5,583,301 | +8.6% | 76,557 | -2.1% | 0.70% | -2.9% |
| Q4 2022 | $5,141,196 | +11.1% | 78,205 | -5.2% | 0.72% | -3.0% |
| Q3 2022 | $4,629,000 | +8.2% | 82,475 | +21.0% | 0.74% | +17.6% |
| Q2 2022 | $4,278,000 | +4.2% | 68,157 | +22.3% | 0.63% | +4.7% |
| Q1 2022 | $4,107,000 | +5.4% | 55,710 | +13.6% | 0.60% | -9.2% |
| Q4 2021 | $3,895,000 | +6.1% | 49,024 | +4.7% | 0.66% | -4.2% |
| Q3 2021 | $3,671,000 | +6.7% | 46,832 | +1260.6% | 0.69% | +7.6% |
| Q2 2021 | $3,442,000 | +4.3% | 3,442 | -92.1% | 0.64% | -0.6% |
| Q1 2021 | $3,300,000 | +79.8% | 43,484 | +73.1% | 0.65% | +91.7% |
| Q4 2020 | $1,835,000 | +13.3% | 25,126 | -1.5% | 0.34% | +0.6% |
| Q3 2020 | $1,620,000 | +7.0% | 25,516 | +2.1% | 0.34% | +0.3% |
| Q2 2020 | $1,514,000 | +23.1% | 24,999 | +8.1% | 0.33% | +8.1% |
| Q1 2020 | $1,230,000 | -30.9% | 23,131 | -10.7% | 0.31% | -22.0% |
| Q4 2019 | $1,781,000 | +5.3% | 25,909 | -1.8% | 0.40% | -4.3% |
| Q3 2019 | $1,691,000 | +9.2% | 26,377 | +9.6% | 0.41% | +1.5% |
| Q2 2019 | $1,548,000 | -3.4% | 24,064 | -5.1% | 0.41% | -6.4% |
| Q1 2019 | $1,603,000 | +11.0% | 25,366 | +0.8% | 0.44% | -1.6% |
| Q4 2018 | $1,444,000 | -2.5% | 25,164 | +12.5% | 0.44% | -11.2% |
| Q3 2018 | $1,481,000 | -45.2% | 22,362 | -45.2% | 0.50% | -53.1% |
| Q2 2018 | $2,702,000 | +99.0% | 40,814 | +102.3% | 1.06% | +92.4% |
| Q1 2018 | $1,358,000 | -91.9% | 20,174 | +1666.5% | 0.55% | -89.1% |
| Q4 2017 | $16,835,000 | +1563.5% | 1,142 | -92.5% | 5.06% | +925.1% |
| Q3 2017 | $1,012,000 | +18.6% | 15,268 | +12.1% | 0.49% | +1.9% |
| Q2 2017 | $853,000 | +57.7% | 13,619 | +51.2% | 0.48% | +44.8% |
| Q1 2017 | $541,000 | +435.6% | 9,010 | +398.9% | 0.34% | +392.6% |
| Q4 2016 | $101,000 | – | 1,806 | – | 0.07% | – |
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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% |