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 | $978,028 | -3.1% | 14,148 | +2.2% | 0.03% | -3.0% |
| Q2 2023 | $1,009,717 | +22.3% | 13,845 | +20.5% | 0.03% | +10.0% |
| Q1 2023 | $825,411 | +17.3% | 11,490 | +7.3% | 0.03% | +20.0% |
| Q4 2022 | $703,893 | +14.3% | 10,707 | -2.4% | 0.02% | -7.4% |
| Q3 2022 | $616,000 | -13.8% | 10,967 | -3.8% | 0.03% | +22.7% |
| Q2 2022 | $715,000 | +53.4% | 11,398 | +80.4% | 0.02% | -21.4% |
| Q1 2022 | $466,000 | – | 6,318 | – | 0.03% | – |
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% |