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 | $59,383 | -5.2% | 859 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $62,647 | +12.2% | 859 | +10.6% | 0.02% | +5.0% |
| Q1 2023 | $55,820 | +43.1% | 777 | +11.8% | 0.02% | +11.1% |
| Q4 2022 | $39,010 | +0.0% | 695 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $39,000 | -11.4% | 695 | 0.0% | 0.02% | -25.0% |
| Q2 2022 | $44,000 | -13.7% | 695 | 0.0% | 0.02% | -4.0% |
| Q1 2022 | $51,000 | +363.6% | 695 | +414.8% | 0.02% | +316.7% |
| Q4 2021 | $11,000 | 0.0% | 135 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 135 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 135 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $10,000 | – | 135 | – | 0.01% | – |
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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% |