ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 537 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,007,570 | -6.5% | 43,506 | -1.4% | 0.08% | -6.7% |
| Q2 2023 | $3,217,453 | +0.9% | 44,117 | -0.6% | 0.09% | -4.3% |
| Q1 2023 | $3,187,685 | +19.1% | 44,372 | +9.0% | 0.09% | -6.0% |
| Q4 2022 | $2,676,867 | +8.0% | 40,719 | -7.8% | 0.10% | -67.3% |
| Q3 2022 | $2,479,000 | -1.5% | 44,170 | +10.1% | 0.31% | +191.4% |
| Q2 2022 | $2,517,000 | -13.5% | 40,109 | +1.6% | 0.10% | +1.0% |
| Q1 2022 | $2,909,000 | +3.7% | 39,460 | +11.8% | 0.10% | +2.0% |
| Q4 2021 | $2,805,000 | +3.5% | 35,304 | +2.2% | 0.10% | -3.8% |
| Q3 2021 | $2,709,000 | +17.5% | 34,559 | +18.5% | 0.11% | +12.8% |
| Q2 2021 | $2,305,000 | +84.4% | 29,161 | +77.1% | 0.09% | +59.3% |
| Q1 2021 | $1,250,000 | – | 16,469 | – | 0.06% | – |
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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% |