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 | $177,729 | -7.3% | 2,571 | -2.2% | 0.07% | -8.6% |
Q2 2023 | $191,802 | +2.6% | 2,630 | +1.0% | 0.08% | -4.7% |
Q1 2023 | $187,000 | +7.5% | 2,603 | -1.7% | 0.08% | +2.4% |
Q4 2022 | $174,014 | +22.5% | 2,647 | +4.5% | 0.08% | +10.7% |
Q3 2022 | $142,000 | -16.5% | 2,534 | -6.4% | 0.08% | -21.9% |
Q2 2022 | $170,000 | -16.3% | 2,706 | -1.7% | 0.10% | -3.0% |
Q1 2022 | $203,000 | -1.5% | 2,753 | +6.3% | 0.10% | -5.7% |
Q4 2021 | $206,000 | +25.6% | 2,590 | +23.7% | 0.10% | +7.1% |
Q3 2021 | $164,000 | +7.9% | 2,094 | +9.0% | 0.10% | -1.0% |
Q2 2021 | $152,000 | – | 1,921 | – | 0.10% | – |
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% |