ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,496,872 | -5.2% | 21,653 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $1,579,153 | +1.5% | 21,653 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $1,555,552 | +9.3% | 21,653 | 0.0% | 0.06% | +12.5% |
| Q4 2022 | $1,423,468 | +45.5% | 21,653 | +24.3% | 0.06% | +27.3% |
| Q3 2022 | $978,000 | +27.3% | 17,418 | +42.3% | 0.04% | +33.3% |
| Q2 2022 | $768,000 | -36.8% | 12,244 | -25.7% | 0.03% | -31.2% |
| Q1 2022 | $1,216,000 | – | 16,487 | – | 0.05% | – |
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% |