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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $633 | -99.9% | 9,631 | +4.4% | 0.31% | +18.1% |
| Q3 2022 | $518,000 | -91.5% | 9,226 | -90.5% | 0.26% | -91.5% |
| Q2 2022 | $6,083,000 | -16.1% | 96,929 | -1.4% | 3.04% | -12.4% |
| Q1 2022 | $7,251,000 | -12.6% | 98,347 | -5.8% | 3.47% | -11.1% |
| Q4 2021 | $8,299,000 | +1.3% | 104,443 | -0.1% | 3.91% | +3.1% |
| Q3 2021 | $8,193,000 | -2.2% | 104,527 | -1.4% | 3.79% | -0.6% |
| Q2 2021 | $8,374,000 | +5.1% | 105,961 | +0.9% | 3.81% | -1.9% |
| Q1 2021 | $7,968,000 | +7.4% | 104,984 | +3.3% | 3.89% | +1.1% |
| Q4 2020 | $7,422,000 | +15.6% | 101,614 | +0.5% | 3.84% | +3.3% |
| Q3 2020 | $6,420,000 | +6.8% | 101,142 | +1.9% | 3.72% | +2.2% |
| Q2 2020 | $6,013,000 | – | 99,261 | – | 3.64% | – |
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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% |