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 | $596,385 | -5.2% | 8,627 | 0.0% | 0.17% | +4.8% |
| Q2 2023 | $629,167 | +1.5% | 8,627 | 0.0% | 0.16% | -1.2% |
| Q1 2023 | $619,764 | -71.1% | 8,627 | -73.6% | 0.17% | -73.1% |
| Q4 2022 | $2,146,871 | -81.7% | 32,657 | -84.4% | 0.62% | -82.3% |
| Q3 2022 | $11,761,000 | +1069.1% | 209,525 | +1555.7% | 3.49% | +1502.3% |
| Q4 2021 | $1,006,000 | +3.0% | 12,655 | +1.5% | 0.22% | -6.8% |
| Q3 2021 | $977,000 | +0.2% | 12,471 | +1.1% | 0.23% | -4.5% |
| Q2 2021 | $975,000 | +69.0% | 12,341 | +62.3% | 0.24% | +48.5% |
| Q1 2021 | $577,000 | +109.1% | 7,604 | +101.3% | 0.16% | +98.8% |
| Q4 2020 | $276,000 | +15.0% | 3,777 | 0.0% | 0.08% | -4.6% |
| Q3 2020 | $240,000 | – | 3,777 | – | 0.09% | – |
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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% |