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 | $95,746 | +0.2% | 1,385 | +5.7% | 0.02% | 0.0% |
| Q2 2023 | $95,539 | +33.7% | 1,310 | +31.7% | 0.02% | +29.4% |
| Q1 2023 | $71,481 | +9.3% | 995 | 0.0% | 0.02% | +6.2% |
| Q4 2022 | $65,411 | +16.8% | 995 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $56,000 | -9.7% | 995 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $62,000 | -13.9% | 995 | +1.8% | 0.02% | 0.0% |
| Q1 2022 | $72,000 | -7.7% | 977 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $78,000 | +9.9% | 977 | +8.6% | 0.02% | +6.7% |
| Q3 2021 | $71,000 | +1.4% | 900 | +1.5% | 0.02% | 0.0% |
| Q2 2021 | $70,000 | +37.3% | 887 | +32.4% | 0.02% | +36.4% |
| Q1 2021 | $51,000 | +466.7% | 670 | +458.3% | 0.01% | +450.0% |
| Q4 2020 | $9,000 | – | 120 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |