ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $601,915 | -5.2% | 8,707 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $635,002 | -36.0% | 8,707 | -36.9% | 0.05% | -37.6% |
| Q1 2023 | $991,681 | +10.1% | 13,804 | +0.8% | 0.08% | +10.4% |
| Q4 2022 | $900,571 | -24.5% | 13,699 | -35.6% | 0.08% | -30.6% |
| Q3 2022 | $1,193,000 | -10.7% | 21,263 | -0.1% | 0.11% | -5.1% |
| Q2 2022 | $1,336,000 | -14.5% | 21,290 | +0.4% | 0.12% | 0.0% |
| Q1 2022 | $1,563,000 | -18.9% | 21,199 | -12.6% | 0.12% | -13.3% |
| Q4 2021 | $1,927,000 | +1.4% | 24,253 | 0.0% | 0.14% | -2.2% |
| Q3 2021 | $1,901,000 | +73.4% | 24,253 | +74.8% | 0.14% | +74.7% |
| Q2 2021 | $1,096,000 | – | 13,874 | – | 0.08% | – |
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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% |