ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 536 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,976,772 | -2.1% | 28,595 | +3.3% | 2.05% | +1.9% |
| Q2 2023 | $2,018,702 | +5.4% | 27,680 | +3.8% | 2.01% | +0.1% |
| Q1 2023 | $1,914,895 | +17.9% | 26,655 | +7.8% | 2.01% | +12.5% |
| Q4 2022 | $1,624,764 | +19.4% | 24,715 | +1.9% | 1.78% | +7.5% |
| Q3 2022 | $1,361,000 | -8.9% | 24,245 | +1.8% | 1.66% | -5.0% |
| Q2 2022 | $1,494,000 | -14.5% | 23,810 | +0.5% | 1.75% | +2.3% |
| Q1 2022 | $1,747,000 | +0.6% | 23,694 | +8.5% | 1.71% | +5.6% |
| Q4 2021 | $1,736,000 | – | 21,843 | – | 1.62% | – |
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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% |