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 | $1,006,102 | -6.4% | 14,554 | -1.3% | 1.61% | +3.4% |
| Q2 2023 | $1,074,971 | +3.4% | 14,740 | +1.9% | 1.56% | -3.7% |
| Q1 2023 | $1,039,568 | +7.7% | 14,471 | -1.5% | 1.62% | -2.2% |
| Q4 2022 | $965,366 | +17.7% | 14,685 | +0.5% | 1.65% | +4.6% |
| Q3 2022 | $820,000 | -10.6% | 14,616 | 0.0% | 1.58% | -13.8% |
| Q2 2022 | $917,000 | -14.9% | 14,616 | 0.0% | 1.83% | +7.2% |
| Q1 2022 | $1,078,000 | -7.1% | 14,616 | 0.0% | 1.71% | -4.9% |
| Q4 2021 | $1,161,000 | +1.3% | 14,616 | 0.0% | 1.80% | -27.4% |
| Q3 2021 | $1,146,000 | -0.8% | 14,616 | 0.0% | 2.48% | -5.0% |
| Q2 2021 | $1,155,000 | – | 14,616 | – | 2.61% | – |
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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% |