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 | $2,822,826 | +27.8% | 40,834 | +34.8% | 0.04% | -2.8% |
Q2 2023 | $2,209,610 | +2.8% | 30,298 | +1.2% | 0.04% | -2.7% |
Q1 2023 | $2,150,441 | +43.4% | 29,934 | +31.2% | 0.04% | +27.6% |
Q4 2022 | $1,499,647 | +98.4% | 22,812 | +69.3% | 0.03% | +70.6% |
Q3 2022 | $756,000 | +0.4% | 13,478 | +12.1% | 0.02% | +6.2% |
Q2 2022 | $753,000 | -30.1% | 12,022 | -17.7% | 0.02% | +6.7% |
Q1 2022 | $1,077,000 | +69.9% | 14,602 | +82.9% | 0.02% | -11.8% |
Q4 2021 | $634,000 | +0.3% | 7,982 | -1.1% | 0.02% | +6.2% |
Q3 2021 | $632,000 | +48.7% | 8,068 | +49.9% | 0.02% | +6.7% |
Q2 2021 | $425,000 | +13.3% | 5,383 | +9.3% | 0.02% | -34.8% |
Q1 2021 | $375,000 | -8.1% | 4,927 | -11.8% | 0.02% | -17.9% |
Q4 2020 | $408,000 | +54.5% | 5,588 | +34.3% | 0.03% | +7.7% |
Q3 2020 | $264,000 | +2.3% | 4,161 | -2.8% | 0.03% | 0.0% |
Q2 2020 | $258,000 | +7.9% | 4,281 | -4.8% | 0.03% | -31.6% |
Q1 2020 | $239,000 | – | 4,498 | – | 0.04% | – |
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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% |