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 | $110,780,465 | -4.7% | 1,602,495 | +0.5% | 0.02% | -4.3% |
| Q2 2023 | $116,293,576 | +2.9% | 1,594,592 | +1.3% | 0.02% | -4.2% |
| Q1 2023 | $113,060,707 | -8.2% | 1,573,785 | -16.0% | 0.02% | -14.3% |
| Q4 2022 | $123,135,327 | +17.1% | 1,873,066 | -0.0% | 0.03% | +16.7% |
| Q3 2022 | $105,186,000 | -18.6% | 1,873,974 | -9.0% | 0.02% | -17.2% |
| Q2 2022 | $129,213,000 | -2.0% | 2,058,836 | +15.1% | 0.03% | +3.6% |
| Q1 2022 | $131,871,000 | +37.9% | 1,788,562 | +48.6% | 0.03% | +47.4% |
| Q4 2021 | $95,641,000 | +22.3% | 1,203,655 | +20.6% | 0.02% | +11.8% |
| Q3 2021 | $78,214,000 | +11.5% | 997,884 | +12.4% | 0.02% | +6.2% |
| Q2 2021 | $70,148,000 | +23.6% | 887,599 | +18.7% | 0.02% | +14.3% |
| Q1 2021 | $56,772,000 | +28.3% | 747,989 | +23.5% | 0.01% | +27.3% |
| Q4 2020 | $44,241,000 | +30.3% | 605,715 | +13.3% | 0.01% | +10.0% |
| Q3 2020 | $33,952,000 | +12.5% | 534,832 | +7.3% | 0.01% | +11.1% |
| Q2 2020 | $30,182,000 | +24.7% | 498,227 | +9.4% | 0.01% | 0.0% |
| Q1 2020 | $24,211,000 | -3.6% | 455,428 | +24.7% | 0.01% | +50.0% |
| Q4 2019 | $25,104,000 | +57.5% | 365,187 | +47.0% | 0.01% | +20.0% |
| Q3 2019 | $15,934,000 | -7.2% | 248,502 | -7.0% | 0.01% | 0.0% |
| Q2 2019 | $17,176,000 | +14.6% | 267,095 | +12.6% | 0.01% | 0.0% |
| Q1 2019 | $14,988,000 | +49.3% | 237,221 | +35.6% | 0.01% | +66.7% |
| Q4 2018 | $10,036,000 | +49.3% | 174,911 | +72.3% | 0.00% | +50.0% |
| Q3 2018 | $6,723,000 | +116.9% | 101,530 | +113.3% | 0.00% | +100.0% |
| Q2 2018 | $3,100,000 | +62.0% | 47,602 | +67.4% | 0.00% | – |
| Q1 2018 | $1,914,000 | +46.4% | 28,438 | +47.6% | 0.00% | – |
| Q4 2017 | $1,307,000 | – | 19,269 | – | 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% |