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 | $617,222 | -17.7% | 8,928 | -13.1% | 0.10% | -13.4% |
| Q2 2023 | $749,533 | -0.9% | 10,277 | -2.4% | 0.11% | -8.9% |
| Q1 2023 | $756,189 | +100.2% | 10,526 | +83.2% | 0.12% | +83.6% |
| Q4 2022 | $377,677 | +14.1% | 5,745 | -2.6% | 0.07% | +3.1% |
| Q3 2022 | $331,000 | -52.0% | 5,900 | -46.2% | 0.06% | -50.8% |
| Q2 2022 | $689,000 | +14.6% | 10,974 | +34.6% | 0.13% | +7.3% |
| Q1 2022 | $601,000 | -33.1% | 8,155 | -27.8% | 0.12% | -32.0% |
| Q4 2021 | $898,000 | -2.8% | 11,298 | -4.2% | 0.18% | -12.6% |
| Q3 2021 | $924,000 | +42.8% | 11,791 | +44.1% | 0.21% | +36.2% |
| Q2 2021 | $647,000 | – | 8,184 | – | 0.15% | – |
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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% |