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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,472 | -5.2% | 484 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $35,311 | +0.7% | 484 | -0.8% | 0.00% | 0.0% |
| Q1 2023 | $35,080 | +4.4% | 488 | -4.5% | 0.00% | 0.0% |
| Q4 2022 | $33,613 | -4.0% | 511 | -17.3% | 0.00% | 0.0% |
| Q3 2022 | $35,000 | +40.0% | 618 | +55.7% | 0.00% | +33.3% |
| Q2 2022 | $25,000 | -10.7% | 397 | +2.8% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -9.7% | 386 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $31,000 | -6.1% | 386 | -9.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 424 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | +94.1% | 424 | +90.1% | 0.00% | +50.0% |
| Q1 2021 | $17,000 | +13.3% | 223 | +6.2% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +15.4% | 210 | +2.4% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 205 | +4.6% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | -20.0% | 196 | -28.2% | 0.00% | -33.3% |
| Q1 2020 | $15,000 | -16.7% | 273 | +2.6% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | – | 266 | – | 0.00% | – |
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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% |