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 | $1,467,014 | -10.2% | 21,221 | -5.3% | 0.31% | -11.4% |
| Q2 2023 | $1,634,441 | +9.8% | 22,411 | +8.1% | 0.35% | -16.6% |
| Q1 2023 | $1,488,862 | -1.9% | 20,725 | -10.3% | 0.42% | -7.7% |
| Q4 2022 | $1,518,311 | +18.3% | 23,096 | +1.1% | 0.46% | +12.3% |
| Q3 2022 | $1,283,000 | -15.5% | 22,851 | -5.6% | 0.41% | -2.4% |
| Q2 2022 | $1,519,000 | +6.3% | 24,211 | +24.9% | 0.42% | +12.7% |
| Q1 2022 | $1,429,000 | +11.9% | 19,386 | +20.6% | 0.37% | +18.6% |
| Q4 2021 | $1,277,000 | +69.1% | 16,076 | +66.8% | 0.31% | +1.0% |
| Q3 2021 | $755,000 | +85.5% | 9,636 | +87.0% | 0.31% | +164.1% |
| Q2 2021 | $407,000 | – | 5,153 | – | 0.12% | – |
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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% |