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 | $16 | -5.9% | 229 | 0.0% | 0.00% | – |
| Q2 2023 | $17 | -92.7% | 229 | -92.9% | 0.00% | -100.0% |
| Q1 2023 | $233 | +1453.3% | 3,243 | +1316.2% | 0.00% | – |
| Q4 2022 | $15 | -100.0% | 229 | -81.9% | 0.00% | – |
| Q3 2022 | $71,000 | +153.6% | 1,264 | +178.4% | 0.00% | – |
| Q2 2022 | $28,000 | -78.5% | 454 | -74.2% | 0.00% | – |
| Q1 2022 | $130,000 | +622.2% | 1,762 | +669.4% | 0.00% | – |
| Q4 2021 | $18,000 | 0.0% | 229 | +3.2% | 0.00% | – |
| Q3 2021 | $18,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q2 2021 | $18,000 | +20.0% | 222 | +7.2% | 0.00% | – |
| Q1 2021 | $15,000 | – | 207 | – | 0.00% | – |
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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% |