ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,265 | -0.1% | 9,363 | +5.3% | 0.03% | -5.6% |
| Q2 2023 | $648,202 | +1.5% | 8,888 | 0.0% | 0.04% | -5.3% |
| Q1 2023 | $638,514 | +7.9% | 8,888 | -1.3% | 0.04% | +5.6% |
| Q4 2022 | $591,791 | +31.2% | 9,002 | +12.1% | 0.04% | +16.1% |
| Q3 2022 | $451,000 | -10.2% | 8,031 | +0.4% | 0.03% | -6.1% |
| Q2 2022 | $502,000 | +13.3% | 8,000 | +33.1% | 0.03% | +26.9% |
| Q1 2022 | $443,000 | +54.4% | 6,009 | +64.2% | 0.03% | +44.4% |
| Q4 2021 | $287,000 | 0.0% | 3,660 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $287,000 | -0.7% | 3,660 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $289,000 | +7.8% | 3,660 | +3.5% | 0.02% | 0.0% |
| Q1 2021 | $268,000 | +3.9% | 3,535 | 0.0% | 0.02% | -21.7% |
| Q4 2020 | $258,000 | +15.2% | 3,535 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $224,000 | +4.7% | 3,535 | 0.0% | 0.02% | -4.2% |
| Q2 2020 | $214,000 | – | 3,535 | – | 0.02% | – |
Download | ||||||
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% |