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 | $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 | 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% |