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 | $2,860,461 | +2.3% | 41,378 | +7.9% | 0.00% | 0.0% |
| Q2 2023 | $2,795,844 | +22.1% | 38,336 | +20.2% | 0.00% | 0.0% |
| Q1 2023 | $2,290,547 | +23.7% | 31,884 | +13.2% | 0.00% | 0.0% |
| Q4 2022 | $1,852,027 | -56.2% | 28,172 | -62.6% | 0.00% | -50.0% |
| Q3 2022 | $4,224,000 | -26.5% | 75,261 | -17.8% | 0.00% | -33.3% |
| Q2 2022 | $5,748,000 | +0.3% | 91,582 | +17.9% | 0.00% | +50.0% |
| Q1 2022 | $5,728,000 | -4.5% | 77,689 | +2.9% | 0.00% | 0.0% |
| Q4 2021 | $5,997,000 | – | 75,471 | – | 0.00% | – |
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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% |