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 | $1,767,794 | -5.5% | 25,572 | -0.3% | 0.27% | -0.7% |
| Q2 2023 | $1,870,875 | -8.9% | 25,653 | -10.3% | 0.27% | -14.5% |
| Q1 2023 | $2,054,288 | +12.4% | 28,595 | +2.9% | 0.32% | +6.7% |
| Q4 2022 | $1,827,725 | +20.3% | 27,802 | +2.7% | 0.30% | +6.4% |
| Q3 2022 | $1,519,000 | -7.7% | 27,064 | +3.2% | 0.28% | +11.1% |
| Q2 2022 | $1,645,000 | +14.5% | 26,217 | +34.5% | 0.25% | +29.9% |
| Q1 2022 | $1,437,000 | -7.0% | 19,494 | +0.2% | 0.19% | -4.0% |
| Q4 2021 | $1,545,000 | – | 19,447 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |