ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 174 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,471,086 | -85.8% | 50,211 | -85.0% | 0.08% | -85.4% |
| Q2 2023 | $24,444,385 | +517.9% | 335,176 | +457.0% | 0.53% | +369.6% |
| Q4 2022 | $3,955,904 | +7.7% | 60,175 | -8.0% | 0.11% | -2.6% |
| Q3 2022 | $3,672,000 | -24.1% | 65,417 | -15.1% | 0.12% | -15.4% |
| Q2 2022 | $4,838,000 | -50.9% | 77,084 | -42.3% | 0.14% | -50.9% |
| Q1 2022 | $9,857,000 | +10.3% | 133,687 | +18.9% | 0.28% | -25.1% |
| Q4 2021 | $8,933,000 | +16.6% | 112,427 | +15.0% | 0.37% | +19.4% |
| Q3 2021 | $7,661,000 | +1216.3% | 97,740 | +1175.3% | 0.31% | +868.8% |
| Q1 2021 | $582,000 | +13.7% | 7,664 | -4.1% | 0.03% | -50.0% |
| Q3 2019 | $512,000 | – | 7,990 | – | 0.06% | – |
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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% |