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 | $822,785 | -5.2% | 11,902 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $868,013 | -1.5% | 11,902 | -3.0% | 0.01% | -9.1% |
| Q1 2023 | $881,261 | +128.1% | 12,267 | +108.7% | 0.01% | +120.0% |
| Q4 2022 | $386,354 | +17.1% | 5,877 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $330,000 | -10.6% | 5,877 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $369,000 | -10.2% | 5,877 | +5.4% | 0.01% | 0.0% |
| Q1 2022 | $411,000 | -7.2% | 5,575 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $443,000 | +1.4% | 5,575 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $437,000 | -39.0% | 5,575 | +14.1% | 0.01% | +25.0% |
| Q2 2021 | $716,000 | +127.3% | 4,888 | +17.9% | 0.00% | 0.0% |
| Q1 2021 | $315,000 | +27.0% | 4,147 | +21.9% | 0.00% | 0.0% |
| Q4 2020 | $248,000 | +15.9% | 3,402 | +1.0% | 0.00% | +33.3% |
| Q3 2020 | $214,000 | – | 3,367 | – | 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% |