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 | $1,696,731 | +11.1% | 24,544 | +17.2% | 0.02% | +21.4% |
| Q2 2023 | $1,527,816 | +21.3% | 20,949 | +19.5% | 0.01% | +7.7% |
| Q1 2023 | $1,259,426 | +56.9% | 17,531 | +43.5% | 0.01% | +62.5% |
| Q4 2022 | $802,948 | +4.6% | 12,214 | -10.8% | 0.01% | -11.1% |
| Q3 2022 | $768,000 | -16.0% | 13,689 | -6.0% | 0.01% | -10.0% |
| Q2 2022 | $914,000 | -16.2% | 14,562 | -1.6% | 0.01% | 0.0% |
| Q1 2022 | $1,091,000 | +47.0% | 14,796 | +58.5% | 0.01% | +42.9% |
| Q4 2021 | $742,000 | +115.7% | 9,337 | +112.8% | 0.01% | +133.3% |
| Q3 2021 | $344,000 | +1.2% | 4,387 | +1.9% | 0.00% | 0.0% |
| Q2 2021 | $340,000 | – | 4,307 | – | 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% |