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 | $1,845,148 | -2.4% | 26,691 | +2.9% | 0.22% | +2.4% |
| Q2 2023 | $1,891,148 | +12.3% | 25,931 | +10.7% | 0.21% | +8.2% |
| Q1 2023 | $1,683,427 | +10.3% | 23,433 | +0.9% | 0.20% | +3.2% |
| Q4 2022 | $1,526,351 | +11.3% | 23,218 | -5.0% | 0.19% | +2.2% |
| Q3 2022 | $1,371,000 | -13.4% | 24,437 | -3.2% | 0.19% | -8.4% |
| Q2 2022 | $1,584,000 | +12.7% | 25,247 | +32.4% | 0.20% | +26.1% |
| Q1 2022 | $1,405,000 | +4.9% | 19,063 | +13.1% | 0.16% | +10.3% |
| Q4 2021 | $1,339,000 | +58.1% | 16,853 | +59.4% | 0.15% | +49.0% |
| Q3 2021 | $847,000 | +37.9% | 10,576 | +35.9% | 0.10% | +36.1% |
| Q2 2021 | $614,000 | +53.5% | 7,780 | +47.5% | 0.07% | +22.0% |
| Q1 2021 | $400,000 | +37.5% | 5,276 | +32.4% | 0.06% | +34.1% |
| Q4 2020 | $291,000 | +21.8% | 3,986 | +5.5% | 0.04% | +10.0% |
| Q3 2020 | $239,000 | +6.7% | 3,778 | +4.7% | 0.04% | 0.0% |
| Q2 2020 | $224,000 | – | 3,610 | – | 0.04% | – |
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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% |