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 | $1,000,716 | -63.3% | 14,476 | -61.3% | 0.01% | -54.5% |
| Q2 2023 | $2,728,145 | +14.7% | 37,408 | +13.1% | 0.01% | +83.3% |
| Q1 2023 | $2,377,794 | +8.1% | 33,078 | -1.1% | 0.01% | -57.1% |
| Q4 2022 | $2,199,066 | +13.8% | 33,455 | -2.8% | 0.01% | -39.1% |
| Q3 2022 | $1,933,000 | -5.6% | 34,435 | +5.5% | 0.02% | 0.0% |
| Q2 2022 | $2,048,000 | -12.4% | 32,628 | +2.8% | 0.02% | -36.1% |
| Q1 2022 | $2,339,000 | +37.8% | 31,725 | +48.4% | 0.04% | +38.5% |
| Q4 2021 | $1,698,000 | +31.3% | 21,371 | +29.5% | 0.03% | -7.1% |
| Q3 2021 | $1,293,000 | +6.1% | 16,497 | +7.0% | 0.03% | +3.7% |
| Q2 2021 | $1,219,000 | +57.7% | 15,420 | +51.4% | 0.03% | +50.0% |
| Q1 2021 | $773,000 | +46.1% | 10,185 | +40.8% | 0.02% | +5.9% |
| Q4 2020 | $529,000 | – | 7,236 | – | 0.02% | – |
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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% |