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 | $15,653,521 | +3.9% | 226,436 | +9.6% | 0.15% | +2.0% |
| Q2 2023 | $15,064,494 | +7.7% | 206,561 | +6.1% | 0.15% | -0.7% |
| Q1 2023 | $13,982,450 | -51.7% | 194,633 | -55.8% | 0.15% | -40.9% |
| Q4 2022 | $28,942,495 | -99.7% | 440,257 | +18.1% | 0.26% | +129.5% |
| Q3 2022 | $10,476,466,000 | +85005.3% | 372,912 | +90.1% | 0.11% | -11.8% |
| Q2 2022 | $12,310,000 | +10.7% | 196,147 | +30.0% | 0.13% | +9.5% |
| Q1 2022 | $11,124,000 | +0.3% | 150,874 | +8.1% | 0.12% | +3.6% |
| Q4 2021 | $11,091,000 | +254.0% | 139,580 | +249.2% | 0.11% | +261.3% |
| Q3 2021 | $3,133,000 | +299.6% | 39,972 | +302.9% | 0.03% | +244.4% |
| Q2 2021 | $784,000 | +56.5% | 9,920 | +50.2% | 0.01% | +50.0% |
| Q1 2021 | $501,000 | -32.8% | 6,604 | -34.8% | 0.01% | -33.3% |
| Q4 2020 | $746,000 | – | 10,127 | – | 0.01% | – |
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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% |