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 | $548,477 | +15.2% | 7,934 | +21.6% | 0.00% | – |
| Q2 2023 | $475,941 | +15.3% | 6,526 | +3.9% | 0.00% | – |
| Q4 2022 | $412,781 | +33.6% | 6,279 | +14.1% | 0.00% | – |
| Q3 2022 | $309,000 | -63.3% | 5,501 | -59.0% | 0.00% | – |
| Q2 2022 | $841,000 | -40.9% | 13,408 | -30.6% | 0.00% | – |
| Q1 2022 | $1,424,000 | +73.7% | 19,311 | +87.1% | 0.00% | – |
| Q4 2021 | $820,000 | – | 10,321 | – | 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% |