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 | $2,187,550 | -20.3% | 31,644 | -16.0% | 0.40% | -14.1% |
| Q2 2023 | $2,745,816 | +2.6% | 37,650 | +1.1% | 0.47% | -3.3% |
| Q1 2023 | $2,676,185 | +6.4% | 37,252 | -2.6% | 0.48% | +0.8% |
| Q4 2022 | $2,514,555 | +41.7% | 38,250 | +21.0% | 0.48% | +31.4% |
| Q3 2022 | $1,774,000 | +12.9% | 31,612 | +26.3% | 0.37% | +23.6% |
| Q2 2022 | $1,571,000 | -14.8% | 25,029 | +0.1% | 0.30% | -2.3% |
| Q1 2022 | $1,843,000 | -13.9% | 24,993 | -7.2% | 0.30% | -5.3% |
| Q4 2021 | $2,141,000 | +18.5% | 26,939 | +16.9% | 0.32% | +8.5% |
| Q3 2021 | $1,806,000 | +21.5% | 23,042 | +22.5% | 0.30% | +20.4% |
| Q2 2021 | $1,486,000 | +27.4% | 18,809 | +22.4% | 0.24% | +18.4% |
| Q1 2021 | $1,166,000 | +9.2% | 15,361 | +5.1% | 0.21% | +4.5% |
| Q4 2020 | $1,068,000 | +18.5% | 14,619 | +3.0% | 0.20% | +4.8% |
| Q3 2020 | $901,000 | +4.9% | 14,193 | +0.1% | 0.19% | -4.1% |
| Q2 2020 | $859,000 | +11.4% | 14,173 | -2.3% | 0.20% | -3.9% |
| Q1 2020 | $771,000 | +36.9% | 14,500 | +76.9% | 0.20% | +55.3% |
| Q4 2019 | $563,000 | +176.0% | 8,196 | +157.3% | 0.13% | +149.1% |
| Q3 2019 | $204,000 | – | 3,185 | – | 0.05% | – |
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% |