ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 545 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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |