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 | $1,635,616 | -3.2% | 23,660 | +2.2% | 0.71% | +2.0% |
| Q2 2023 | $1,689,059 | +3.8% | 23,160 | +2.2% | 0.70% | -2.2% |
| Q1 2023 | $1,627,894 | +11.9% | 22,660 | +2.4% | 0.72% | +4.8% |
| Q4 2022 | $1,454,169 | +28.8% | 22,120 | +10.0% | 0.68% | +17.4% |
| Q3 2022 | $1,129,000 | -11.5% | 20,110 | -1.0% | 0.58% | -10.1% |
| Q2 2022 | $1,275,000 | +13.9% | 20,310 | +33.8% | 0.65% | +36.0% |
| Q1 2022 | $1,119,000 | +49.6% | 15,180 | +61.3% | 0.48% | +55.7% |
| Q4 2021 | $748,000 | +5.9% | 9,410 | +4.4% | 0.30% | -3.8% |
| Q3 2021 | $706,000 | +11.2% | 9,010 | +12.2% | 0.32% | +11.2% |
| Q2 2021 | $635,000 | +21.4% | 8,030 | +16.5% | 0.28% | +14.5% |
| Q1 2021 | $523,000 | +57.1% | 6,890 | +51.3% | 0.25% | +48.2% |
| Q4 2020 | $333,000 | +20.7% | 4,555 | +4.8% | 0.17% | +5.7% |
| Q3 2020 | $276,000 | +16.9% | 4,345 | +11.6% | 0.16% | +10.4% |
| Q2 2020 | $236,000 | +15.1% | 3,895 | +1.0% | 0.14% | -3.4% |
| Q1 2020 | $205,000 | – | 3,855 | – | 0.15% | – |
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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% |