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 | $890,394 | -4.1% | 12,880 | +1.2% | 0.00% | – |
| Q2 2023 | $928,399 | -2.1% | 12,730 | -3.5% | 0.00% | -100.0% |
| Q1 2023 | $948,072 | +19.7% | 13,197 | +9.5% | 0.00% | – |
| Q4 2022 | $791,969 | -0.6% | 12,047 | -15.1% | 0.00% | – |
| Q3 2022 | $797,000 | -7.6% | 14,197 | +3.3% | 0.00% | – |
| Q2 2022 | $863,000 | -15.5% | 13,747 | -0.7% | 0.00% | – |
| Q1 2022 | $1,021,000 | +12.1% | 13,847 | +20.7% | 0.00% | – |
| Q4 2021 | $911,000 | +3.3% | 11,470 | +2.0% | 0.00% | – |
| Q3 2021 | $882,000 | +4.3% | 11,245 | +5.1% | 0.00% | – |
| Q2 2021 | $846,000 | +1.8% | 10,698 | -2.3% | 0.00% | – |
| Q1 2021 | $831,000 | -43.2% | 10,947 | -45.3% | 0.00% | -100.0% |
| Q4 2020 | $1,463,000 | +17.2% | 20,025 | +1.9% | 0.00% | 0.0% |
| Q3 2020 | $1,248,000 | +4.7% | 19,655 | -0.1% | 0.00% | 0.0% |
| Q2 2020 | $1,192,000 | -22.0% | 19,680 | -31.5% | 0.00% | 0.0% |
| Q1 2020 | $1,528,000 | -7.1% | 28,745 | +20.0% | 0.00% | 0.0% |
| Q4 2019 | $1,644,000 | +47.6% | 23,950 | +37.7% | 0.00% | 0.0% |
| Q3 2019 | $1,114,000 | +2.0% | 17,396 | +2.4% | 0.00% | 0.0% |
| Q2 2019 | $1,092,000 | +2.7% | 16,985 | +1.0% | 0.00% | 0.0% |
| Q1 2019 | $1,063,000 | +7.8% | 16,825 | -2.2% | 0.00% | 0.0% |
| Q4 2018 | $986,000 | +197.9% | 17,200 | +244.0% | 0.00% | – |
| Q3 2018 | $331,000 | – | 5,000 | – | 0.00% | – |
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% |