ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,619,389 | -3.4% | 110,218 | +1.9% | 0.42% | +7.1% |
| Q2 2023 | $7,888,420 | +0.2% | 108,164 | -1.3% | 0.39% | -7.3% |
| Q1 2023 | $7,875,695 | +6.6% | 109,628 | -2.4% | 0.42% | +1.4% |
| Q4 2022 | $7,385,446 | +43.8% | 112,343 | +22.8% | 0.42% | +29.1% |
| Q3 2022 | $5,136,000 | -12.7% | 91,495 | -2.4% | 0.32% | -3.6% |
| Q2 2022 | $5,885,000 | -11.7% | 93,763 | +3.7% | 0.34% | -9.2% |
| Q1 2022 | $6,668,000 | +22.8% | 90,435 | +32.3% | 0.37% | +21.0% |
| Q4 2021 | $5,432,000 | +14.2% | 68,361 | +12.6% | 0.30% | +5.5% |
| Q3 2021 | $4,756,000 | +1.7% | 60,686 | +2.6% | 0.29% | +1.0% |
| Q2 2021 | $4,675,000 | +7.5% | 59,151 | +3.3% | 0.29% | +1.1% |
| Q1 2021 | $4,347,000 | +19.3% | 57,275 | +14.8% | 0.28% | +16.0% |
| Q4 2020 | $3,645,000 | +22.1% | 49,905 | +6.1% | 0.24% | +7.5% |
| Q3 2020 | $2,986,000 | +14.2% | 47,031 | +9.0% | 0.23% | +8.6% |
| Q2 2020 | $2,615,000 | +606.8% | 43,159 | +519.9% | 0.21% | +497.1% |
| Q1 2020 | $370,000 | -16.7% | 6,962 | +7.7% | 0.04% | -12.5% |
| Q4 2019 | $444,000 | +7.0% | 6,465 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $415,000 | – | 6,465 | – | 0.04% | – |
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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% |