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 | $3,353,629 | -1.6% | 48,512 | +3.4% | 1.05% | +0.4% |
| Q2 2023 | $3,407,213 | +26.8% | 46,912 | +28.9% | 1.04% | +32.8% |
| Q1 2023 | $2,686,325 | +12.1% | 36,405 | -0.1% | 0.79% | +3.4% |
| Q4 2022 | $2,395,500 | +15.8% | 36,439 | -1.1% | 0.76% | +6.1% |
| Q3 2022 | $2,068,000 | -6.7% | 36,835 | +4.3% | 0.72% | -5.5% |
| Q2 2022 | $2,217,000 | -14.7% | 35,324 | +0.2% | 0.76% | -8.3% |
| Q1 2022 | $2,599,000 | +45.6% | 35,252 | +56.9% | 0.83% | +34.0% |
| Q4 2021 | $1,785,000 | +53.6% | 22,466 | +51.5% | 0.62% | +36.8% |
| Q3 2021 | $1,162,000 | +5.3% | 14,831 | +6.2% | 0.45% | -4.4% |
| Q2 2021 | $1,103,000 | +19.6% | 13,961 | +14.9% | 0.47% | +18.9% |
| Q1 2021 | $922,000 | +57.1% | 12,150 | +51.2% | 0.40% | +35.0% |
| Q4 2020 | $587,000 | +187.7% | 8,035 | +152.0% | 0.29% | +127.9% |
| Q3 2019 | $204,000 | +21.4% | 3,189 | +21.9% | 0.13% | +22.9% |
| Q2 2019 | $168,000 | +29.2% | 2,616 | +26.8% | 0.10% | +20.7% |
| Q1 2019 | $130,000 | +10.2% | 2,063 | 0.0% | 0.09% | -3.3% |
| Q4 2018 | $118,000 | -3.3% | 2,063 | +12.0% | 0.09% | +12.5% |
| Q3 2018 | $122,000 | +771.4% | 1,842 | +729.7% | 0.08% | +700.0% |
| Q2 2018 | $14,000 | – | 222 | – | 0.01% | – |
Download | ||||||
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% |