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 | $32,001,913 | -1.0% | 462,924 | +4.5% | 0.03% | -3.6% |
| Q2 2023 | $32,314,894 | -4.1% | 443,095 | -5.5% | 0.03% | -6.7% |
| Q1 2023 | $33,682,980 | +1.2% | 468,861 | -7.4% | 0.03% | -6.2% |
| Q4 2022 | $33,291,714 | -13.8% | 506,415 | -26.4% | 0.03% | -20.0% |
| Q3 2022 | $38,603,000 | -7.0% | 687,778 | +4.0% | 0.04% | -2.4% |
| Q2 2022 | $41,516,000 | -13.0% | 661,501 | +2.3% | 0.04% | -2.4% |
| Q1 2022 | $47,696,000 | +1.9% | 646,890 | +9.8% | 0.04% | +7.7% |
| Q4 2021 | $46,803,000 | +16.5% | 589,014 | +14.9% | 0.04% | +5.4% |
| Q3 2021 | $40,180,000 | +5.3% | 512,620 | +6.2% | 0.04% | +5.7% |
| Q2 2021 | $38,164,000 | +26.3% | 482,899 | +21.3% | 0.04% | +20.7% |
| Q1 2021 | $30,222,000 | +23.3% | 398,175 | +18.7% | 0.03% | +16.0% |
| Q4 2020 | $24,506,000 | +37.7% | 335,524 | +19.6% | 0.02% | +13.6% |
| Q3 2020 | $17,803,000 | +9.2% | 280,442 | +4.2% | 0.02% | 0.0% |
| Q2 2020 | $16,309,000 | +23.6% | 269,212 | +8.5% | 0.02% | +29.4% |
| Q1 2020 | $13,194,000 | -39.6% | 248,216 | -21.9% | 0.02% | -22.7% |
| Q4 2019 | $21,856,000 | +18.5% | 317,944 | +10.5% | 0.02% | +22.2% |
| Q3 2019 | $18,445,000 | +18.2% | 287,664 | +18.5% | 0.02% | +20.0% |
| Q2 2019 | $15,611,000 | +7.3% | 242,760 | +5.4% | 0.02% | 0.0% |
| Q1 2019 | $14,554,000 | +14.1% | 230,345 | +3.6% | 0.02% | +7.1% |
| Q4 2018 | $12,759,000 | +23.5% | 222,379 | +42.5% | 0.01% | +40.0% |
| Q3 2018 | $10,332,000 | +13.5% | 156,045 | +11.6% | 0.01% | +11.1% |
| Q2 2018 | $9,104,000 | +897.2% | 139,781 | +930.8% | 0.01% | +800.0% |
| Q1 2018 | $913,000 | +418.8% | 13,561 | +422.4% | 0.00% | – |
| Q4 2017 | $176,000 | +41.9% | 2,596 | +38.1% | 0.00% | – |
| Q3 2017 | $124,000 | +5.1% | 1,880 | 0.0% | 0.00% | – |
| Q2 2017 | $118,000 | – | 1,880 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |