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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,744 | -23.1% | 5,752 | -18.8% | 0.01% | -22.2% |
| Q2 2023 | $516,896 | +2.7% | 7,086 | +1.2% | 0.02% | 0.0% |
| Q1 2023 | $503,280 | +5.8% | 7,004 | -3.2% | 0.02% | 0.0% |
| Q4 2022 | $475,838 | -18.5% | 7,237 | -30.5% | 0.02% | -21.7% |
| Q3 2022 | $584,000 | -34.7% | 10,419 | -26.9% | 0.02% | -28.1% |
| Q2 2022 | $894,000 | -26.4% | 14,262 | -6.7% | 0.03% | -13.5% |
| Q4 2021 | $1,215,000 | +10.9% | 15,294 | +9.3% | 0.04% | +2.8% |
| Q3 2021 | $1,096,000 | +83.3% | 13,989 | +84.6% | 0.04% | +12.5% |
| Q2 2021 | $598,000 | +20.1% | 7,577 | +15.3% | 0.03% | +10.3% |
| Q1 2021 | $498,000 | +15.5% | 6,572 | +11.2% | 0.03% | 0.0% |
| Q4 2020 | $431,000 | +15.9% | 5,908 | +0.6% | 0.03% | +3.6% |
| Q3 2020 | $372,000 | +4.8% | 5,872 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $355,000 | +195.8% | 5,872 | +159.0% | 0.03% | +154.5% |
| Q1 2020 | $120,000 | -32.2% | 2,267 | -12.1% | 0.01% | -15.4% |
| Q4 2019 | $177,000 | +4.7% | 2,579 | -2.5% | 0.01% | 0.0% |
| Q3 2019 | $169,000 | +30.0% | 2,645 | +30.0% | 0.01% | +30.0% |
| Q2 2019 | $130,000 | +1.6% | 2,034 | +0.4% | 0.01% | 0.0% |
| Q1 2019 | $128,000 | +20.8% | 2,026 | +9.6% | 0.01% | +11.1% |
| Q4 2018 | $106,000 | -13.1% | 1,848 | +0.1% | 0.01% | 0.0% |
| Q3 2018 | $122,000 | +1.7% | 1,846 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $120,000 | -4.0% | 1,846 | +0.2% | 0.01% | -16.7% |
| Q1 2018 | $125,000 | – | 1,842 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |