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 | $261,321 | -26.4% | 3,780 | -22.3% | 0.01% | -23.1% |
| Q2 2023 | $354,960 | +34.7% | 4,867 | +32.7% | 0.01% | +30.0% |
| Q1 2023 | $263,559 | +346688.2% | 3,669 | +218.5% | 0.01% | +150.0% |
| Q4 2022 | $76 | -99.9% | 1,152 | -26.9% | 0.00% | -20.0% |
| Q3 2022 | $89,000 | -59.0% | 1,577 | -54.4% | 0.01% | -44.4% |
| Q2 2022 | $217,000 | -56.7% | 3,457 | -49.1% | 0.01% | -30.8% |
| Q1 2022 | $501,000 | -15.7% | 6,792 | -9.2% | 0.01% | 0.0% |
| Q4 2021 | $594,000 | -14.7% | 7,480 | -13.6% | 0.01% | -27.8% |
| Q3 2021 | $696,000 | +58.2% | 8,655 | +55.4% | 0.02% | +50.0% |
| Q2 2021 | $440,000 | +33.3% | 5,568 | +28.2% | 0.01% | +33.3% |
| Q1 2021 | $330,000 | – | 4,344 | – | 0.01% | – |
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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% |