ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,681,000 | -23.2% | 212,368 | -19.0% | 1.86% | -23.0% |
| Q2 2023 | $19,118,671 | -19.3% | 262,151 | -20.5% | 2.42% | -23.1% |
| Q1 2023 | $23,684,437 | +0.0% | 329,683 | -8.5% | 3.15% | +7.2% |
| Q4 2022 | $23,676,565 | +12.4% | 360,155 | -4.0% | 2.94% | -11.4% |
| Q3 2022 | $21,060,000 | -2.0% | 375,212 | +9.6% | 3.32% | +0.2% |
| Q2 2022 | $21,481,000 | -17.7% | 342,281 | -3.3% | 3.31% | +1.7% |
| Q1 2022 | $26,095,000 | -5.9% | 353,931 | +1.4% | 3.26% | +0.3% |
| Q4 2021 | $27,735,000 | +5.6% | 349,048 | +4.2% | 3.25% | +1.5% |
| Q3 2021 | $26,252,000 | +8.4% | 334,931 | +9.3% | 3.20% | +0.8% |
| Q2 2021 | $24,216,000 | +8.9% | 306,409 | +4.6% | 3.17% | -19.6% |
| Q1 2021 | $22,227,000 | +25.5% | 292,847 | +20.8% | 3.95% | +10.5% |
| Q4 2020 | $17,704,000 | +43.1% | 242,394 | +24.4% | 3.57% | +23.2% |
| Q3 2020 | $12,373,000 | +11.7% | 194,914 | +6.6% | 2.90% | +6.7% |
| Q2 2020 | $11,078,000 | +35.9% | 182,873 | +19.3% | 2.72% | +21.9% |
| Q1 2020 | $8,151,000 | -30.1% | 153,340 | -9.7% | 2.23% | -21.3% |
| Q4 2019 | $11,668,000 | +15.7% | 169,734 | +7.9% | 2.83% | +13.1% |
| Q3 2019 | $10,088,000 | +6.8% | 157,326 | +7.1% | 2.50% | -0.7% |
| Q2 2019 | $9,445,000 | +17.3% | 146,881 | +15.2% | 2.52% | +15.2% |
| Q1 2019 | $8,053,000 | +37.8% | 127,466 | +25.1% | 2.19% | +32.6% |
| Q4 2018 | $5,845,000 | +44.1% | 101,855 | +66.3% | 1.65% | -8.5% |
| Q3 2018 | $4,055,000 | +29.8% | 61,230 | +27.6% | 1.80% | +25.2% |
| Q2 2018 | $3,124,000 | +68.0% | 47,968 | +73.6% | 1.44% | +62.6% |
| Q1 2018 | $1,860,000 | +28.0% | 27,632 | +29.0% | 0.89% | +9.5% |
| Q4 2017 | $1,453,000 | +1297.1% | 21,425 | +1266.4% | 0.81% | +1185.7% |
| Q3 2017 | $104,000 | – | 1,568 | – | 0.06% | – |
Download | ||||||
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% |