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 | $625,929 | -1.9% | 9,054 | +3.5% | 0.35% | -1.7% |
| Q2 2023 | $638,092 | +1.7% | 8,749 | +0.2% | 0.36% | -5.3% |
| Q1 2023 | $627,237 | +9.3% | 8,731 | 0.0% | 0.38% | 0.0% |
| Q4 2022 | $574,000 | +14.3% | 8,731 | -2.4% | 0.38% | +1.3% |
| Q3 2022 | $502,000 | -0.2% | 8,950 | +11.6% | 0.37% | +0.3% |
| Q2 2022 | $503,000 | -7.9% | 8,021 | +8.3% | 0.37% | -12.1% |
| Q1 2022 | $546,000 | -7.1% | 7,403 | 0.0% | 0.42% | -6.0% |
| Q4 2021 | $588,000 | – | 7,403 | – | 0.45% | – |
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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% |