ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,568 | -71.6% | 4,319 | -70.0% | 0.07% | -72.1% |
| Q2 2023 | $1,050,260 | +108.0% | 14,401 | +104.9% | 0.25% | +24.3% |
| Q1 2023 | $504,942 | +14.6% | 7,029 | +8.9% | 0.20% | +12.8% |
| Q4 2022 | $440,727 | +20.7% | 6,455 | +13.0% | 0.18% | +9.8% |
| Q2 2022 | $365,000 | -21.5% | 5,714 | -15.2% | 0.16% | -7.4% |
| Q1 2022 | $465,000 | -69.5% | 6,742 | -64.7% | 0.18% | -65.8% |
| Q4 2021 | $1,526,000 | +41.2% | 19,092 | +41.0% | 0.51% | +26.6% |
| Q3 2021 | $1,081,000 | +114.1% | 13,541 | +110.3% | 0.41% | +86.2% |
| Q2 2021 | $505,000 | +75.3% | 6,438 | +69.7% | 0.22% | +51.4% |
| Q1 2021 | $288,000 | – | 3,794 | – | 0.14% | – |
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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% |