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 | $513,982 | -5.2% | 7,435 | 0.0% | 0.08% | +1.3% |
| Q2 2023 | $542,235 | +126.3% | 7,435 | +122.9% | 0.08% | +113.9% |
| Q1 2023 | $239,586 | -11.2% | 3,335 | -18.7% | 0.04% | -14.3% |
| Q4 2022 | $269,797 | +19.9% | 4,104 | +2.5% | 0.04% | +10.5% |
| Q3 2022 | $225,000 | -10.4% | 4,004 | 0.0% | 0.04% | -7.3% |
| Q2 2022 | $251,000 | -14.9% | 4,004 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $295,000 | +25.5% | 4,004 | +35.6% | 0.04% | +28.1% |
| Q4 2021 | $235,000 | -37.0% | 2,952 | -45.6% | 0.03% | -76.1% |
| Q4 2019 | $373,000 | +7.2% | 5,430 | 0.0% | 0.13% | +2.3% |
| Q3 2019 | $348,000 | – | 5,430 | – | 0.13% | – |
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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% |