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 | $370,260 | -5.2% | 5,356 | 0.0% | 0.09% | -3.2% |
| Q2 2023 | $390,613 | +1.5% | 5,356 | 0.0% | 0.09% | -12.3% |
| Q1 2023 | $384,775 | +9.3% | 5,356 | 0.0% | 0.11% | -3.6% |
| Q4 2022 | $352,103 | +17.1% | 5,356 | 0.0% | 0.11% | +1.9% |
| Q3 2022 | $300,632 | -10.6% | 5,356 | 0.0% | 0.11% | -15.6% |
| Q2 2022 | $336,143 | -14.9% | 5,356 | 0.0% | 0.13% | +1.6% |
| Q1 2022 | $394,898 | -7.2% | 5,356 | 0.0% | 0.13% | -11.9% |
| Q4 2021 | $425,588 | +1.4% | 5,356 | 0.0% | 0.14% | -11.7% |
| Q3 2021 | $419,803 | -0.8% | 5,356 | 0.0% | 0.16% | -1.8% |
| Q2 2021 | $423,285 | +4.1% | 5,356 | 0.0% | 0.16% | -8.3% |
| Q1 2021 | $406,520 | +3.9% | 5,356 | 0.0% | 0.18% | +1.7% |
| Q4 2020 | $391,202 | – | 5,356 | – | 0.18% | – |
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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% |