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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $618 | -5.1% | 8,604 | -13.1% | 0.07% | -12.0% |
| Q4 2022 | $651 | -99.9% | 9,899 | 0.0% | 0.08% | +8.7% |
| Q3 2022 | $556,000 | -10.5% | 9,899 | 0.0% | 0.07% | -6.8% |
| Q2 2022 | $621,000 | -14.9% | 9,899 | 0.0% | 0.07% | -1.3% |
| Q1 2022 | $730,000 | -9.9% | 9,899 | -2.9% | 0.08% | -7.4% |
| Q4 2021 | $810,000 | -7.3% | 10,193 | -8.5% | 0.08% | -13.8% |
| Q3 2021 | $874,000 | +6.3% | 11,145 | +7.1% | 0.09% | +6.8% |
| Q2 2021 | $822,000 | +4.1% | 10,402 | 0.0% | 0.09% | 0.0% |
| Q1 2021 | $790,000 | +3.9% | 10,402 | 0.0% | 0.09% | -9.3% |
| Q4 2020 | $760,000 | +15.2% | 10,402 | 0.0% | 0.10% | +4.3% |
| Q3 2020 | $660,000 | +4.8% | 10,402 | 0.0% | 0.09% | -7.0% |
| Q2 2020 | $630,000 | +12.5% | 10,402 | -1.3% | 0.10% | -2.9% |
| Q1 2020 | $560,000 | -18.6% | 10,536 | +5.3% | 0.10% | +10.8% |
| Q4 2019 | $688,000 | +7.0% | 10,007 | -0.1% | 0.09% | +4.5% |
| Q3 2019 | $643,000 | -0.5% | 10,021 | -0.2% | 0.09% | -5.3% |
| Q2 2019 | $646,000 | -26.9% | 10,041 | -28.2% | 0.09% | -27.7% |
| Q1 2019 | $884,000 | +10.1% | 13,986 | 0.0% | 0.13% | +5.7% |
| Q4 2018 | $803,000 | -17.0% | 13,986 | -4.3% | 0.12% | -11.5% |
| Q3 2018 | $968,000 | +27.5% | 14,620 | +25.4% | 0.14% | +36.3% |
| Q2 2018 | $759,000 | – | 11,656 | – | 0.10% | – |
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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% |