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 | $2,017,697 | -10.5% | 29,187 | -5.6% | 0.65% | -9.0% |
| Q2 2023 | $2,253,975 | -1.0% | 30,906 | -2.5% | 0.72% | -7.2% |
| Q1 2023 | $2,276,322 | +8.8% | 31,686 | -0.4% | 0.78% | +3.1% |
| Q4 2022 | $2,091,715 | +25.4% | 31,818 | +7.1% | 0.75% | +13.8% |
| Q3 2022 | $1,668,000 | -2.9% | 29,720 | +8.5% | 0.66% | -0.6% |
| Q2 2022 | $1,718,000 | -5.1% | 27,382 | +11.5% | 0.66% | +5.2% |
| Q1 2022 | $1,810,000 | -3.3% | 24,555 | +4.2% | 0.63% | -2.9% |
| Q4 2021 | $1,872,000 | – | 23,558 | – | 0.65% | – |
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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% |