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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,110,836 | +12.0% | 59,465 | +18.2% | 0.28% | +6.5% |
| Q2 2023 | $3,668,839 | +175.7% | 50,306 | +171.6% | 0.26% | +154.9% |
| Q1 2023 | $1,330,630 | +7.0% | 18,522 | -2.1% | 0.10% | -15.7% |
| Q4 2022 | $1,243,585 | +209.3% | 18,916 | +163.9% | 0.12% | +188.1% |
| Q3 2022 | $402,000 | -44.9% | 7,168 | -38.4% | 0.04% | -39.1% |
| Q2 2022 | $730,000 | -4.2% | 11,644 | +12.6% | 0.07% | +7.8% |
| Q1 2022 | $762,000 | – | 10,339 | – | 0.06% | – |
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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% |