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 | $326,025 | -5.2% | 4,716 | 0.0% | 0.04% | -4.5% |
| Q2 2023 | $343,946 | +18.5% | 4,716 | +16.7% | 0.04% | +10.0% |
| Q1 2023 | $290,317 | +7.0% | 4,041 | -2.1% | 0.04% | -7.0% |
| Q4 2022 | $271,253 | +17.4% | 4,126 | +0.5% | 0.04% | +2.4% |
| Q3 2022 | $231,000 | -20.9% | 4,107 | -11.8% | 0.04% | -20.8% |
| Q2 2022 | $292,000 | -15.4% | 4,658 | -0.4% | 0.05% | -13.1% |
| Q1 2022 | $345,000 | -11.1% | 4,676 | -4.2% | 0.06% | -17.6% |
| Q4 2021 | $388,000 | +0.5% | 4,882 | -1.0% | 0.07% | -16.9% |
| Q3 2021 | $386,000 | -1.3% | 4,929 | -0.5% | 0.09% | -6.3% |
| Q2 2021 | $391,000 | +4.5% | 4,952 | +0.4% | 0.10% | -12.8% |
| Q1 2021 | $374,000 | +3.9% | 4,933 | 0.0% | 0.11% | -12.1% |
| Q4 2020 | $360,000 | +10.4% | 4,933 | -3.9% | 0.12% | -6.8% |
| Q3 2020 | $326,000 | +4.8% | 5,133 | 0.0% | 0.13% | -5.7% |
| Q2 2020 | $311,000 | +11.9% | 5,133 | -1.7% | 0.14% | -20.3% |
| Q1 2020 | $278,000 | -22.6% | 5,221 | +0.1% | 0.18% | -22.0% |
| Q4 2019 | $359,000 | +8.1% | 5,217 | +0.7% | 0.23% | -1.3% |
| Q3 2019 | $332,000 | -0.3% | 5,181 | 0.0% | 0.23% | -7.3% |
| Q2 2019 | $333,000 | +30.1% | 5,181 | +28.1% | 0.25% | +24.6% |
| Q1 2019 | $256,000 | +10.3% | 4,044 | 0.0% | 0.20% | 0.0% |
| Q4 2018 | $232,000 | +13.7% | 4,044 | +31.0% | 0.20% | +13.7% |
| Q3 2018 | $204,000 | – | 3,086 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |