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 | $21,116,241 | -21.9% | 305,457 | -17.6% | 0.86% | -12.6% |
| Q2 2023 | $27,046,746 | -49.8% | 370,859 | -50.5% | 0.98% | -50.1% |
| Q1 2023 | $53,834,518 | +10.1% | 749,367 | +0.7% | 1.97% | +3.2% |
| Q4 2022 | $48,916,011 | +12.9% | 744,083 | -3.6% | 1.91% | -0.7% |
| Q3 2022 | $43,325,000 | -28.5% | 771,874 | -20.0% | 1.92% | -24.2% |
| Q2 2022 | $60,578,000 | -13.4% | 965,228 | +1.8% | 2.54% | +3.9% |
| Q1 2022 | $69,932,000 | -7.5% | 948,489 | -0.2% | 2.44% | -3.7% |
| Q4 2021 | $75,608,000 | -7.7% | 950,163 | -9.1% | 2.54% | -16.2% |
| Q3 2021 | $81,944,000 | +9832.6% | 1,045,463 | +9918.8% | 3.03% | +8308.3% |
| Q2 2021 | $825,000 | +13.2% | 10,435 | +8.7% | 0.04% | -5.3% |
| Q1 2021 | $729,000 | +148.8% | 9,596 | +139.4% | 0.04% | +123.5% |
| Q4 2020 | $293,000 | +28.5% | 4,009 | +12.0% | 0.02% | +13.3% |
| Q3 2020 | $228,000 | +686.2% | 3,579 | +658.3% | 0.02% | +650.0% |
| Q2 2020 | $29,000 | – | 472 | – | 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% |