ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 537 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,825 | -42.3% | 822 | -39.2% | 0.01% | -39.1% |
| Q2 2023 | $98,528 | +1.5% | 1,351 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $97,056 | +24.9% | 1,351 | +14.3% | 0.02% | +20.0% |
| Q4 2022 | $77,705 | +16.0% | 1,182 | 0.0% | 0.02% | +17.6% |
| Q3 2022 | $67,000 | -49.2% | 1,182 | -43.8% | 0.02% | -48.5% |
| Q2 2022 | $132,000 | -14.8% | 2,102 | 0.0% | 0.03% | -10.8% |
| Q1 2022 | $155,000 | -7.2% | 2,102 | 0.0% | 0.04% | -7.5% |
| Q4 2021 | $167,000 | +1.2% | 2,102 | 0.0% | 0.04% | -7.0% |
| Q3 2021 | $165,000 | -0.6% | 2,102 | 0.0% | 0.04% | -4.4% |
| Q2 2021 | $166,000 | +19.4% | 2,102 | +186.4% | 0.04% | +7.1% |
| Q1 2021 | $139,000 | +3.7% | 734 | -59.8% | 0.04% | -6.7% |
| Q4 2020 | $134,000 | – | 1,828 | – | 0.04% | – |
Download | ||||||
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% |