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 | $48,875 | -5.2% | 707 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $51,562 | -0.7% | 707 | -2.2% | 0.00% | 0.0% |
| Q1 2023 | $51,940 | +108108.3% | 723 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $48 | -99.9% | 723 | -3.6% | 0.00% | 0.0% |
| Q3 2022 | $42,000 | -12.5% | 750 | -1.6% | 0.00% | 0.0% |
| Q2 2022 | $48,000 | -14.3% | 762 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $56,000 | -8.2% | 762 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $61,000 | 0.0% | 762 | -1.9% | 0.00% | -50.0% |
| Q3 2021 | $61,000 | +15.1% | 777 | +15.8% | 0.00% | +100.0% |
| Q2 2021 | $53,000 | +103.8% | 671 | +92.8% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | – | 348 | – | 0.00% | – |
Download | ||||||
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% |