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 | $5,010,417 | -2.1% | 72,478 | +3.3% | 0.85% | +0.9% |
| Q2 2023 | $5,115,615 | +8.7% | 70,144 | +7.1% | 0.84% | +1.3% |
| Q1 2023 | $4,706,433 | +11.4% | 65,513 | +2.0% | 0.83% | +4.3% |
| Q4 2022 | $4,223,579 | +13.0% | 64,247 | -3.5% | 0.80% | +2.2% |
| Q3 2022 | $3,737,000 | +88.6% | 66,580 | +110.9% | 0.78% | +102.1% |
| Q2 2022 | $1,981,000 | +160.3% | 31,567 | +205.6% | 0.39% | +200.0% |
| Q1 2022 | $761,000 | -32.2% | 10,328 | -26.9% | 0.13% | -34.5% |
| Q4 2021 | $1,122,000 | – | 14,126 | – | 0.20% | – |
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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% |