ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 536 filers reported holding ISHARES TR in Q1 2023. 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 | 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% |