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 | $2,648,578 | +5.5% | 38,313 | +11.3% | 0.08% | +8.6% |
| Q2 2023 | $2,511,272 | +7.2% | 34,434 | +5.6% | 0.07% | +1.4% |
| Q1 2023 | $2,343,279 | +12.1% | 32,618 | +2.6% | 0.07% | +7.8% |
| Q4 2022 | $2,089,677 | +17.0% | 31,787 | -0.1% | 0.06% | +4.9% |
| Q3 2022 | $1,786,000 | -16.8% | 31,828 | -7.0% | 0.06% | -14.1% |
| Q2 2022 | $2,147,000 | -4.2% | 34,219 | +12.6% | 0.07% | +10.9% |
| Q1 2022 | $2,241,000 | +341.1% | 30,387 | +375.5% | 0.06% | +357.1% |
| Q4 2021 | $508,000 | +326.9% | 6,390 | +319.6% | 0.01% | +250.0% |
| Q3 2021 | $119,000 | +95.1% | 1,523 | +98.6% | 0.00% | +100.0% |
| Q2 2021 | $61,000 | – | 767 | – | 0.00% | – |
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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% |