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 | $2,814,251 | +9.0% | 40,710 | +15.0% | 0.44% | +8.7% |
| Q2 2023 | $2,582,200 | +1.9% | 35,407 | +0.4% | 0.40% | -6.5% |
| Q1 2023 | $2,533,439 | +16.3% | 35,265 | +6.4% | 0.43% | +8.5% |
| Q4 2022 | $2,177,901 | +3.1% | 33,129 | -12.0% | 0.40% | -8.9% |
| Q3 2022 | $2,113,000 | +6.9% | 37,649 | +19.6% | 0.44% | +3.6% |
| Q2 2022 | $1,976,000 | +148.6% | 31,483 | +192.0% | 0.42% | +187.1% |
| Q1 2022 | $795,000 | +367.6% | 10,783 | +405.3% | 0.15% | +308.3% |
| Q4 2021 | $170,000 | – | 2,134 | – | 0.04% | – |
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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% |