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 | $4,091,753 | -17.0% | 59,190 | -12.4% | 0.04% | -19.6% |
| Q2 2023 | $4,929,868 | +14.9% | 67,598 | +13.2% | 0.06% | +3.7% |
| Q1 2023 | $4,290,152 | +1.8% | 59,718 | -7.4% | 0.05% | -52.6% |
| Q4 2022 | $4,216,171 | +816.6% | 64,479 | +687.0% | 0.11% | +1325.0% |
| Q3 2022 | $460,000 | -46.2% | 8,193 | -39.9% | 0.01% | -42.9% |
| Q2 2022 | $855,000 | -24.7% | 13,628 | -11.5% | 0.01% | -22.2% |
| Q1 2022 | $1,135,000 | -27.7% | 15,393 | -22.1% | 0.02% | -25.0% |
| Q4 2021 | $1,570,000 | +204.3% | 19,768 | +200.2% | 0.02% | +84.6% |
| Q3 2021 | $516,000 | – | 6,584 | – | 0.01% | – |
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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% |