ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,121 | +2.8% | 2,758 | +1.3% | 0.04% | -2.3% |
| Q1 2023 | $195,646 | -40.1% | 2,723 | -53.2% | 0.04% | -53.7% |
| Q4 2022 | $326,491 | +0.2% | 5,817 | +0.0% | 0.10% | 0.0% |
| Q3 2022 | $326,000 | -10.7% | 5,816 | -0.1% | 0.10% | -5.0% |
| Q2 2022 | $365,000 | -13.3% | 5,820 | +1.9% | 0.10% | +1.0% |
| Q1 2022 | $421,000 | -7.1% | 5,710 | +0.1% | 0.10% | -2.0% |
| Q4 2021 | $453,000 | +106.8% | 5,702 | +104.6% | 0.10% | +90.6% |
| Q3 2021 | $219,000 | +42.2% | 2,787 | +43.4% | 0.05% | +43.2% |
| Q2 2021 | $154,000 | +5.5% | 1,944 | +1.3% | 0.04% | -2.6% |
| Q1 2021 | $146,000 | +8.1% | 1,919 | +3.7% | 0.04% | +2.7% |
| Q4 2020 | $135,000 | +7.1% | 1,850 | -6.4% | 0.04% | 0.0% |
| Q3 2020 | $126,000 | +3.3% | 1,976 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $122,000 | -5.4% | 1,976 | -19.1% | 0.04% | -5.0% |
| Q1 2020 | $129,000 | – | 2,443 | – | 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% |