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 | $1,266,120 | -0.8% | 18,315 | +4.6% | 0.03% | +4.0% |
| Q2 2023 | $1,276,543 | +9.6% | 17,504 | +8.0% | 0.02% | +4.2% |
| Q1 2023 | $1,164,384 | +6.8% | 16,208 | -2.3% | 0.02% | -4.0% |
| Q4 2022 | $1,090,677 | +8.8% | 16,590 | -7.1% | 0.02% | 0.0% |
| Q3 2022 | $1,002,000 | -8.2% | 17,853 | +2.6% | 0.02% | -3.8% |
| Q2 2022 | $1,092,000 | -33.8% | 17,394 | -22.2% | 0.03% | -23.5% |
| Q1 2022 | $1,649,000 | -7.0% | 22,366 | +0.2% | 0.03% | -5.6% |
| Q4 2021 | $1,774,000 | +3.5% | 22,324 | +2.1% | 0.04% | -5.3% |
| Q3 2021 | $1,714,000 | +4.4% | 21,866 | +5.3% | 0.04% | +8.6% |
| Q2 2021 | $1,641,000 | +4.4% | 20,764 | +0.3% | 0.04% | -10.3% |
| Q1 2021 | $1,572,000 | +12.0% | 20,710 | +7.8% | 0.04% | +5.4% |
| Q4 2020 | $1,403,000 | +13.2% | 19,208 | -1.6% | 0.04% | 0.0% |
| Q3 2020 | $1,239,000 | +118.1% | 19,519 | +108.2% | 0.04% | +105.6% |
| Q2 2020 | $568,000 | +15.2% | 9,374 | +1.0% | 0.02% | -5.3% |
| Q1 2020 | $493,000 | +9.8% | 9,280 | +42.1% | 0.02% | +26.7% |
| Q4 2019 | $449,000 | +22.3% | 6,531 | +14.1% | 0.02% | +7.1% |
| Q3 2019 | $367,000 | – | 5,723 | – | 0.01% | – |
Download | ||||||
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% |