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 | $226,741 | -6.5% | 15,470 | -0.4% | 0.03% | +9.7% |
| Q2 2023 | $242,536 | -31.6% | 15,525 | -9.4% | 0.03% | -34.0% |
| Q1 2023 | $354,830 | +73.1% | 17,136 | +12.0% | 0.05% | +67.9% |
| Q4 2022 | $204,987 | +15.8% | 15,299 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $177,000 | +168.2% | 15,299 | +15.7% | 0.03% | +190.0% |
| Q2 2022 | $66,000 | -14.3% | 13,221 | -0.2% | 0.01% | 0.0% |
| Q1 2022 | $77,000 | +67.4% | 13,241 | +3.5% | 0.01% | +66.7% |
| Q4 2021 | $46,000 | – | 12,790 | – | 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% |