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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,795 | -5.3% | 5,465 | -0.1% | 0.27% | -5.8% |
| Q2 2023 | $399,073 | -49.2% | 5,472 | -50.0% | 0.29% | -5.8% |
| Q1 2023 | $786,216 | +118.6% | 10,944 | +100.0% | 0.31% | +0.3% |
| Q4 2022 | $359,729 | -30.7% | 5,472 | -40.9% | 0.31% | -38.6% |
| Q3 2022 | $519,000 | +31.1% | 9,257 | +46.7% | 0.50% | +36.0% |
| Q2 2022 | $396,000 | -35.7% | 6,310 | -24.6% | 0.37% | -24.1% |
| Q1 2022 | $616,000 | +3322.2% | 8,367 | +3553.7% | 0.49% | +3371.4% |
| Q4 2021 | $18,000 | – | 229 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |