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 | $485,293 | -5.2% | 7,020 | 0.0% | 0.24% | +5.7% |
| Q2 2023 | $511,969 | -8.2% | 7,020 | -9.6% | 0.23% | -9.9% |
| Q1 2023 | $557,766 | -0.7% | 7,764 | -9.1% | 0.25% | -1.2% |
| Q4 2022 | $561,683 | +98.5% | 8,544 | +69.8% | 0.26% | +47.1% |
| Q3 2022 | $283,000 | +26.9% | 5,033 | +41.5% | 0.17% | +39.2% |
| Q2 2022 | $223,000 | +7.7% | 3,556 | +36.5% | 0.12% | +28.9% |
| Q4 2021 | $207,000 | +1.5% | 2,605 | 0.0% | 0.10% | -8.5% |
| Q3 2021 | $204,000 | -10.5% | 2,605 | -9.7% | 0.11% | -7.8% |
| Q2 2021 | $228,000 | – | 2,885 | – | 0.12% | – |
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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% |