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 | $869,762 | +26.4% | 12,581 | +33.4% | 0.03% | +31.8% |
| Q2 2023 | $687,915 | +24.1% | 9,432 | +22.2% | 0.02% | +15.8% |
| Q1 2023 | $554,413 | -0.6% | 7,717 | -9.1% | 0.02% | -20.8% |
| Q4 2022 | $557,843 | -0.2% | 8,485 | -14.9% | 0.02% | -7.7% |
| Q3 2022 | $559,000 | -14.4% | 9,967 | -4.2% | 0.03% | -13.3% |
| Q2 2022 | $653,000 | -5.5% | 10,403 | +12.9% | 0.03% | +11.1% |
| Q1 2022 | $691,000 | +20.6% | 9,212 | +27.8% | 0.03% | +28.6% |
| Q4 2021 | $573,000 | +65.1% | 7,206 | +62.7% | 0.02% | +50.0% |
| Q3 2021 | $347,000 | +16.1% | 4,429 | +17.3% | 0.01% | +7.7% |
| Q2 2021 | $299,000 | +13.3% | 3,777 | +8.5% | 0.01% | +8.3% |
| Q1 2021 | $264,000 | +25.1% | 3,482 | +20.6% | 0.01% | +9.1% |
| Q4 2020 | $211,000 | -1.9% | 2,888 | -14.6% | 0.01% | -15.4% |
| Q3 2020 | $215,000 | +110.8% | 3,383 | +99.5% | 0.01% | +85.7% |
| Q2 2020 | $102,000 | -42.7% | 1,696 | -49.6% | 0.01% | -50.0% |
| Q1 2020 | $178,000 | -10.1% | 3,362 | +16.5% | 0.01% | -6.7% |
| Q4 2019 | $198,000 | +135.7% | 2,887 | +121.1% | 0.02% | +114.3% |
| Q3 2019 | $84,000 | +75.0% | 1,306 | +75.1% | 0.01% | +40.0% |
| Q2 2019 | $48,000 | +860.0% | 746 | +677.1% | 0.01% | +400.0% |
| Q4 2018 | $5,000 | -16.7% | 96 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -45.5% | 96 | -38.9% | 0.00% | -50.0% |
| Q1 2018 | $11,000 | -8.3% | 157 | -10.8% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | +50.0% | 176 | +53.0% | 0.00% | +100.0% |
| Q3 2017 | $8,000 | +14.3% | 115 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | – | 115 | – | 0.00% | – |
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% |