ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $769,000 | +2.8% | 9,663 | +1.3% | 0.23% | +3.1% |
| Q3 2021 | $748,000 | -0.8% | 9,540 | 0.0% | 0.23% | -3.4% |
| Q2 2021 | $754,000 | +5.5% | 9,540 | +1.3% | 0.23% | +1.3% |
| Q1 2021 | $715,000 | +8.3% | 9,417 | +4.2% | 0.23% | -5.7% |
| Q4 2020 | $660,000 | -57.9% | 9,040 | -63.4% | 0.24% | -72.2% |
| Q3 2020 | $1,566,000 | +4.7% | 24,676 | 0.0% | 0.88% | -2.7% |
| Q2 2020 | $1,495,000 | +15.1% | 24,676 | +1.0% | 0.90% | +18.0% |
| Q1 2020 | $1,299,000 | -22.7% | 24,443 | 0.0% | 0.77% | -16.4% |
| Q4 2019 | $1,680,000 | +40.6% | 24,443 | +31.1% | 0.92% | +34.9% |
| Q3 2019 | $1,195,000 | -0.3% | 18,641 | 0.0% | 0.68% | -5.3% |
| Q2 2019 | $1,199,000 | -3.2% | 18,641 | -4.9% | 0.72% | +17.5% |
| Q1 2019 | $1,238,000 | +10.0% | 19,598 | 0.0% | 0.61% | -5.4% |
| Q4 2018 | $1,125,000 | – | 19,598 | – | 0.65% | – |
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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% |