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 | $80,619,683 | -5.1% | 1,166,204 | +0.1% | 6.07% | -1.7% |
| Q2 2023 | $84,940,696 | +1.0% | 1,164,688 | -0.5% | 6.17% | -3.2% |
| Q1 2023 | $84,099,280 | +109484.2% | 1,170,647 | +0.3% | 6.37% | +6.6% |
| Q4 2022 | $76,744 | -99.9% | 1,167,381 | -13.2% | 5.98% | -4.5% |
| Q3 2022 | $75,531,000 | -4.0% | 1,345,642 | +7.3% | 6.26% | +3.2% |
| Q2 2022 | $78,703,000 | -11.9% | 1,254,031 | +3.5% | 6.07% | +0.8% |
| Q1 2022 | $89,323,000 | -2.0% | 1,211,491 | +5.6% | 6.02% | +3.1% |
| Q4 2021 | $91,157,000 | +2.1% | 1,147,209 | +0.7% | 5.84% | -6.0% |
| Q3 2021 | $89,270,000 | +3.1% | 1,138,938 | +3.9% | 6.21% | +2.9% |
| Q2 2021 | $86,627,000 | +17.5% | 1,096,122 | +12.9% | 6.03% | +9.1% |
| Q1 2021 | $73,702,000 | +5.8% | 971,042 | +1.8% | 5.53% | -0.4% |
| Q4 2020 | $69,677,000 | +13.8% | 953,962 | -1.1% | 5.56% | +2.3% |
| Q3 2020 | $61,247,000 | +4.4% | 964,835 | -0.4% | 5.43% | -2.4% |
| Q2 2020 | $58,682,000 | – | 968,681 | – | 5.56% | – |
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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% |