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 | $1,028 | +6.0% | 14,871 | +11.8% | 0.04% | +8.6% |
| Q2 2023 | $970 | +2.8% | 13,302 | +1.3% | 0.04% | -2.8% |
| Q1 2023 | $944 | +1.4% | 13,134 | -7.3% | 0.04% | -5.3% |
| Q4 2022 | $931 | -99.8% | 14,164 | +57.1% | 0.04% | +52.0% |
| Q3 2022 | $506,000 | -39.6% | 9,017 | -32.5% | 0.02% | -34.2% |
| Q2 2022 | $838,000 | -10.6% | 13,349 | +5.1% | 0.04% | -5.0% |
| Q1 2022 | $937,000 | +19.7% | 12,707 | +29.0% | 0.04% | +17.6% |
| Q4 2021 | $783,000 | +10.0% | 9,853 | +8.5% | 0.03% | 0.0% |
| Q3 2021 | $712,000 | +39.1% | 9,079 | +40.1% | 0.03% | +36.0% |
| Q2 2021 | $512,000 | +24.9% | 6,481 | +20.1% | 0.02% | +13.6% |
| Q1 2021 | $410,000 | – | 5,397 | – | 0.02% | – |
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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% |