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 | $1,363,351 | -1.5% | 19,722 | +3.9% | 0.42% | +3.2% |
| Q2 2023 | $1,384,033 | +10.9% | 18,978 | +9.2% | 0.41% | +6.5% |
| Q1 2023 | $1,248,249 | +24.1% | 17,375 | +13.5% | 0.38% | +14.2% |
| Q4 2022 | $1,006,243 | +17.6% | 15,306 | +0.4% | 0.34% | -8.7% |
| Q3 2022 | $856,000 | +5.3% | 15,247 | +17.8% | 0.37% | -0.8% |
| Q2 2022 | $813,000 | +37.8% | 12,947 | +61.9% | 0.37% | +51.8% |
| Q1 2022 | $590,000 | +18.7% | 7,998 | +27.9% | 0.24% | +8.4% |
| Q4 2021 | $497,000 | +13.5% | 6,253 | +11.9% | 0.23% | -5.8% |
| Q3 2021 | $438,000 | +24.4% | 5,586 | +25.5% | 0.24% | +18.8% |
| Q2 2021 | $352,000 | +45.5% | 4,451 | +39.8% | 0.20% | +27.0% |
| Q1 2021 | $242,000 | +3.9% | 3,183 | -0.1% | 0.16% | -3.6% |
| Q4 2020 | $233,000 | – | 3,185 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |