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 | $17,963,000 | +94154.4% | 259,850 | -0.6% | 1.07% | +1.4% |
| Q2 2023 | $19,058 | +18.7% | 261,320 | +16.9% | 1.05% | +6.0% |
| Q1 2023 | $16,056 | +12.0% | 223,490 | +2.5% | 0.99% | +5.1% |
| Q4 2022 | $14,331 | -99.9% | 217,997 | -0.6% | 0.94% | +5.7% |
| Q3 2022 | $12,309,000 | +3.1% | 219,299 | +15.3% | 0.89% | +4.9% |
| Q2 2022 | $11,935,000 | +1.5% | 190,163 | +19.2% | 0.85% | +13.6% |
| Q1 2022 | $11,763,000 | +13.9% | 159,538 | +22.8% | 0.75% | +15.1% |
| Q4 2021 | $10,324,000 | +2.0% | 129,922 | +0.6% | 0.65% | -39.9% |
| Q3 2021 | $10,126,000 | -3.9% | 129,192 | -0.5% | 1.08% | +39.3% |
| Q2 2021 | $10,540,000 | +67.7% | 129,863 | +56.9% | 0.78% | +52.3% |
| Q1 2021 | $6,284,000 | +3.8% | 82,787 | -0.1% | 0.51% | +2.0% |
| Q4 2020 | $6,052,000 | +12.9% | 82,857 | -1.8% | 0.50% | -1.0% |
| Q3 2020 | $5,359,000 | +13.3% | 84,415 | +8.1% | 0.51% | +5.4% |
| Q2 2020 | $4,731,000 | +20.4% | 78,096 | +5.7% | 0.48% | -1.6% |
| Q1 2020 | $3,929,000 | – | 73,915 | – | 0.49% | – |
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% |