ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 544 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 | $244,083 | -40.3% | 3,531 | -37.0% | 0.03% | -37.2% |
| Q2 2023 | $408,829 | +14.0% | 5,606 | +12.3% | 0.04% | +7.5% |
| Q1 2023 | $358,666 | +17.5% | 4,993 | +7.5% | 0.04% | +14.3% |
| Q4 2022 | $305,203 | +46.7% | 4,643 | +25.5% | 0.04% | +25.0% |
| Q3 2022 | $208,000 | -4.6% | 3,700 | +25.2% | 0.03% | +16.7% |
| Q1 2022 | $218,000 | -24.6% | 2,956 | -18.7% | 0.02% | -20.0% |
| Q4 2021 | $289,000 | – | 3,637 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |