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 | $1,606,858 | -5.2% | 23,244 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $1,695,185 | +1.5% | 23,244 | 0.0% | 0.06% | -4.7% |
| Q1 2023 | $1,669,849 | +9.3% | 23,244 | 0.0% | 0.06% | +4.9% |
| Q4 2022 | $1,528,061 | +17.1% | 23,244 | 0.0% | 0.06% | +8.9% |
| Q3 2022 | $1,304,686 | -10.6% | 23,244 | 0.0% | 0.06% | -3.4% |
| Q2 2022 | $1,458,793 | +85010.4% | 23,244 | 0.0% | 0.06% | +1.8% |
| Q1 2022 | $1,714 | -99.9% | 23,244 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $1,847,000 | +1.4% | 23,244 | 0.0% | 0.06% | -6.6% |
| Q3 2021 | $1,822,000 | +4.7% | 23,244 | +5.6% | 0.06% | +3.4% |
| Q2 2021 | $1,740,000 | +4.1% | 22,020 | 0.0% | 0.06% | -1.7% |
| Q1 2021 | $1,671,000 | +4.8% | 22,020 | +0.9% | 0.06% | 0.0% |
| Q4 2020 | $1,594,000 | +15.4% | 21,830 | +0.4% | 0.06% | +5.3% |
| Q3 2020 | $1,381,000 | +4.8% | 21,750 | 0.0% | 0.06% | -6.6% |
| Q2 2020 | $1,318,000 | +9.6% | 21,750 | -3.9% | 0.06% | -7.6% |
| Q1 2020 | $1,203,000 | -46.6% | 22,630 | -30.9% | 0.07% | -30.5% |
| Q4 2019 | $2,251,000 | +7.6% | 32,750 | +0.4% | 0.10% | -1.0% |
| Q3 2019 | $2,092,000 | +5.5% | 32,630 | +5.8% | 0.10% | +5.5% |
| Q2 2019 | $1,983,000 | -1.3% | 30,850 | -3.0% | 0.09% | -3.2% |
| Q1 2019 | $2,009,000 | +28.8% | 31,800 | +16.9% | 0.09% | +13.3% |
| Q4 2018 | $1,560,000 | -0.1% | 27,200 | +15.3% | 0.08% | +16.9% |
| Q3 2018 | $1,562,000 | +6.2% | 23,600 | +4.4% | 0.07% | -2.7% |
| Q2 2018 | $1,471,000 | – | 22,600 | – | 0.07% | – |
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% |