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 | $29,726 | -87.9% | 430 | -87.2% | 0.00% | -87.5% |
| Q2 2023 | $244,680 | -65.7% | 3,355 | -66.3% | 0.02% | -71.4% |
| Q1 2023 | $714,305 | -16.5% | 9,943 | -23.6% | 0.08% | -17.6% |
| Q4 2022 | $855,475 | +2.6% | 13,013 | -12.4% | 0.10% | -5.6% |
| Q3 2022 | $834,000 | -78.3% | 14,863 | -75.7% | 0.11% | -76.8% |
| Q2 2022 | $3,842,000 | +8.8% | 61,218 | +27.8% | 0.46% | +21.1% |
| Q1 2022 | $3,532,000 | -10.9% | 47,906 | -4.0% | 0.38% | -18.3% |
| Q4 2021 | $3,965,000 | +9.9% | 49,896 | +8.4% | 0.47% | +3.1% |
| Q3 2021 | $3,608,000 | +8.6% | 46,026 | +9.5% | 0.46% | +9.1% |
| Q2 2021 | $3,323,000 | +9.6% | 42,046 | +5.3% | 0.42% | -2.3% |
| Q1 2021 | $3,032,000 | +76.7% | 39,946 | +70.1% | 0.43% | +67.8% |
| Q4 2020 | $1,716,000 | +400.3% | 23,488 | +334.6% | 0.26% | +292.3% |
| Q3 2020 | $343,000 | – | 5,405 | – | 0.06% | – |
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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% |