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 | $4,218,307 | +6.5% | 61,020 | +12.3% | 0.06% | +1.6% |
| Q2 2023 | $3,961,291 | +2.1% | 54,316 | +0.6% | 0.06% | -13.9% |
| Q1 2023 | $3,878,779 | +73.9% | 53,992 | +47.3% | 0.07% | +30.9% |
| Q4 2022 | $2,230,868 | +37.1% | 36,645 | +26.4% | 0.06% | +7.8% |
| Q3 2022 | $1,627,000 | -4.9% | 28,993 | +6.4% | 0.05% | -1.9% |
| Q2 2022 | $1,710,000 | -3.4% | 27,253 | +13.5% | 0.05% | -10.3% |
| Q1 2022 | $1,770,000 | -10.5% | 24,008 | -3.6% | 0.06% | -9.4% |
| Q4 2021 | $1,978,000 | +30.0% | 24,892 | +28.2% | 0.06% | +14.3% |
| Q3 2021 | $1,522,000 | +1.5% | 19,412 | +2.4% | 0.06% | -6.7% |
| Q2 2021 | $1,499,000 | +3.4% | 18,963 | -0.7% | 0.06% | -23.1% |
| Q1 2021 | $1,450,000 | +4.0% | 19,099 | +0.1% | 0.08% | -3.7% |
| Q4 2020 | $1,394,000 | +16.8% | 19,079 | +1.4% | 0.08% | -1.2% |
| Q3 2020 | $1,194,000 | -8.6% | 18,810 | -12.8% | 0.08% | -17.2% |
| Q2 2020 | $1,306,000 | +171.5% | 21,566 | +138.4% | 0.10% | +115.2% |
| Q1 2020 | $481,000 | – | 9,046 | – | 0.05% | – |
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% |