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 | $408,933 | -48.1% | 5,915 | -45.3% | 0.00% | -25.0% |
| Q2 2023 | $788,009 | -3.3% | 10,805 | -4.8% | 0.00% | -20.0% |
| Q1 2023 | $815,240 | +6.5% | 11,348 | -2.6% | 0.01% | +25.0% |
| Q4 2022 | $765,805 | +49.3% | 11,649 | +27.4% | 0.00% | +33.3% |
| Q3 2022 | $513,000 | +9.6% | 9,141 | +22.5% | 0.00% | 0.0% |
| Q2 2022 | $468,000 | +120.8% | 7,464 | +180.4% | 0.00% | +200.0% |
| Q4 2021 | $212,000 | -19.4% | 2,662 | -23.1% | 0.00% | 0.0% |
| Q1 2021 | $263,000 | -9.9% | 3,462 | -13.3% | 0.00% | -50.0% |
| Q4 2020 | $292,000 | +16.8% | 3,992 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $250,000 | +23.8% | 3,935 | +17.9% | 0.00% | +100.0% |
| Q2 2020 | $202,000 | -6.0% | 3,337 | +6.9% | 0.00% | 0.0% |
| Q4 2019 | $215,000 | -29.0% | 3,122 | -33.8% | 0.00% | -50.0% |
| Q2 2019 | $303,000 | +21.7% | 4,719 | +19.7% | 0.00% | 0.0% |
| Q1 2019 | $249,000 | – | 3,943 | – | 0.00% | – |
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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% |