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 | $109,128,091 | +1.9% | 1,578,593 | +7.5% | 0.03% | +6.7% |
| Q2 2023 | $107,058,741 | +52.2% | 1,467,966 | +49.9% | 0.03% | +50.0% |
| Q1 2023 | $70,357,624 | +20.8% | 979,364 | +10.6% | 0.02% | +17.6% |
| Q4 2022 | $58,228,798 | +6.4% | 885,744 | -9.1% | 0.02% | -5.6% |
| Q3 2022 | $54,724,000 | -3.7% | 974,951 | +7.7% | 0.02% | 0.0% |
| Q2 2022 | $56,819,000 | -17.1% | 905,334 | -2.6% | 0.02% | 0.0% |
| Q1 2022 | $68,500,000 | -2.1% | 929,071 | +5.5% | 0.02% | +5.9% |
| Q4 2021 | $70,004,000 | +5.7% | 880,989 | +4.2% | 0.02% | +13.3% |
| Q3 2021 | $66,256,000 | +14.8% | 845,312 | +15.7% | 0.02% | +15.4% |
| Q2 2021 | $57,738,000 | +4.1% | 730,582 | -0.1% | 0.01% | +8.3% |
| Q1 2021 | $55,489,000 | -3.3% | 731,089 | -7.0% | 0.01% | -14.3% |
| Q4 2020 | $57,398,000 | +27.1% | 785,838 | +10.5% | 0.01% | +16.7% |
| Q3 2020 | $45,161,000 | +10.6% | 711,416 | +5.5% | 0.01% | 0.0% |
| Q2 2020 | $40,844,000 | +75.1% | 674,211 | +53.6% | 0.01% | +50.0% |
| Q1 2020 | $23,331,000 | +17.9% | 438,888 | +52.5% | 0.01% | +60.0% |
| Q4 2019 | $19,784,000 | +49.4% | 287,819 | +39.3% | 0.01% | +25.0% |
| Q3 2019 | $13,244,000 | +25.6% | 206,549 | +25.9% | 0.00% | +33.3% |
| Q2 2019 | $10,547,000 | +93.9% | 163,999 | +90.5% | 0.00% | +50.0% |
| Q1 2019 | $5,440,000 | +78.6% | 86,094 | +62.2% | 0.00% | +100.0% |
| Q4 2018 | $3,046,000 | +96.8% | 53,091 | +127.1% | 0.00% | – |
| Q3 2018 | $1,548,000 | +151.7% | 23,375 | +147.4% | 0.00% | – |
| Q2 2018 | $615,000 | +257.6% | 9,448 | +272.1% | 0.00% | – |
| Q4 2017 | $172,000 | -52.1% | 2,539 | -53.1% | 0.00% | – |
| Q3 2017 | $359,000 | – | 5,416 | – | 0.00% | – |
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% |