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 | $247,762 | +2.6% | 3,584 | +8.2% | 0.09% | +4.6% |
| Q2 2023 | $241,544 | -15.0% | 3,312 | -16.3% | 0.09% | -19.4% |
| Q1 2023 | $284,271 | +9.8% | 3,957 | +0.5% | 0.11% | -0.9% |
| Q4 2022 | $258,950 | +17.7% | 3,939 | +0.6% | 0.11% | +12.4% |
| Q3 2022 | $220,000 | -7.2% | 3,914 | +3.4% | 0.10% | -4.9% |
| Q2 2022 | $237,000 | -14.7% | 3,784 | +0.3% | 0.10% | -2.9% |
| Q1 2022 | $278,000 | – | 3,773 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |