ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,908,818 | -0.7% | 114,405 | +4.8% | 2.60% | -2.3% |
| Q2 2023 | $7,963,810 | +5.4% | 109,198 | +3.9% | 2.67% | -4.0% |
| Q1 2023 | $7,553,114 | +18.2% | 105,138 | +8.1% | 2.78% | +22.6% |
| Q4 2022 | $6,392,426 | +10.6% | 97,238 | -5.6% | 2.27% | +5.1% |
| Q3 2022 | $5,779,000 | -10.3% | 102,963 | +0.3% | 2.16% | -9.1% |
| Q2 2022 | $6,444,000 | -13.9% | 102,677 | +1.1% | 2.37% | -1.8% |
| Q1 2022 | $7,485,000 | -11.2% | 101,518 | -4.2% | 2.42% | -15.0% |
| Q4 2021 | $8,425,000 | +5.1% | 106,023 | +3.6% | 2.84% | -3.6% |
| Q3 2021 | $8,019,000 | -2.1% | 102,308 | -1.3% | 2.95% | -3.5% |
| Q2 2021 | $8,192,000 | +5.5% | 103,660 | +1.3% | 3.06% | +2.1% |
| Q1 2021 | $7,764,000 | +6.9% | 102,290 | +2.9% | 2.99% | +5.9% |
| Q4 2020 | $7,262,000 | +17.9% | 99,430 | +2.5% | 2.83% | +18.0% |
| Q3 2020 | $6,157,000 | +4.8% | 96,995 | -0.0% | 2.40% | +5.6% |
| Q2 2020 | $5,877,000 | +7246.2% | 97,015 | +7661.2% | 2.27% | +6778.8% |
| Q3 2019 | $80,000 | – | 1,250 | – | 0.03% | – |
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% |