ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $278,711 | -38.2% | 3,822 | -39.1% | 0.25% | -40.3% |
| Q1 2023 | $450,830 | -57.4% | 6,275 | -61.0% | 0.41% | -54.2% |
| Q4 2022 | $1,057,073 | +20.9% | 16,080 | +3.2% | 0.90% | +3.4% |
| Q3 2022 | $874,000 | +14.2% | 15,576 | +27.8% | 0.87% | +13.2% |
| Q2 2022 | $765,000 | -15.7% | 12,191 | -1.1% | 0.77% | -48.5% |
| Q1 2022 | $908,000 | -8.5% | 12,322 | -1.3% | 1.50% | +69.9% |
| Q4 2021 | $992,000 | – | 12,486 | – | 0.88% | – |
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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% |