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 | $1,187,308 | -1.4% | 17,175 | +4.0% | 0.29% | 0.0% |
| Q2 2023 | $1,204,731 | +5.6% | 16,519 | +4.0% | 0.29% | +0.3% |
| Q1 2023 | $1,140,747 | -9.9% | 15,879 | -17.6% | 0.29% | -16.6% |
| Q4 2022 | $1,266,087 | -2.6% | 19,259 | -16.9% | 0.34% | -9.2% |
| Q3 2022 | $1,300,000 | -4.6% | 23,166 | +6.7% | 0.38% | -2.8% |
| Q2 2022 | $1,363,000 | -25.3% | 21,720 | -12.2% | 0.39% | -15.9% |
| Q1 2022 | $1,824,000 | -5.7% | 24,735 | +1.6% | 0.46% | -3.7% |
| Q4 2021 | $1,935,000 | +6.5% | 24,351 | +5.1% | 0.48% | -1.2% |
| Q3 2021 | $1,817,000 | +8.2% | 23,176 | +9.0% | 0.49% | +6.1% |
| Q2 2021 | $1,680,000 | +11.0% | 21,256 | +6.6% | 0.46% | -0.6% |
| Q1 2021 | $1,513,000 | +7.0% | 19,931 | +3.0% | 0.46% | +2.7% |
| Q4 2020 | $1,414,000 | +11.6% | 19,356 | -3.0% | 0.45% | +2.7% |
| Q3 2020 | $1,267,000 | +32.3% | 19,957 | +26.2% | 0.44% | +24.7% |
| Q2 2020 | $958,000 | +9.1% | 15,814 | -4.3% | 0.35% | -4.1% |
| Q1 2020 | $878,000 | +100.5% | 16,523 | +159.6% | 0.37% | +128.0% |
| Q4 2019 | $438,000 | +43.1% | 6,365 | +33.3% | 0.16% | +30.9% |
| Q3 2019 | $306,000 | +22.4% | 4,775 | +22.8% | 0.12% | +18.3% |
| Q2 2019 | $250,000 | – | 3,890 | – | 0.10% | – |
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% |