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 | $20,334,003 | -2.8% | 294,142 | +2.5% | 0.80% | -5.5% |
| Q2 2023 | $20,920,446 | +11.0% | 286,857 | +9.3% | 0.84% | +2.9% |
| Q1 2023 | $18,854,098 | +11.3% | 262,446 | +1.8% | 0.82% | +2.5% |
| Q4 2022 | $16,944,003 | +43.8% | 257,743 | +22.8% | 0.80% | +29.3% |
| Q3 2022 | $11,780,000 | +21.4% | 209,879 | +35.8% | 0.62% | +21.2% |
| Q2 2022 | $9,700,000 | -25.7% | 154,559 | -12.7% | 0.51% | -21.8% |
| Q1 2022 | $13,053,000 | +5.3% | 177,036 | +13.5% | 0.65% | +5.2% |
| Q4 2021 | $12,393,000 | +23.1% | 155,976 | +21.4% | 0.62% | +8.0% |
| Q3 2021 | $10,067,000 | +15.2% | 128,437 | +16.1% | 0.57% | +8.3% |
| Q2 2021 | $8,741,000 | +28.7% | 110,606 | +23.6% | 0.53% | -2.8% |
| Q1 2021 | $6,790,000 | +21.4% | 89,459 | +16.8% | 0.54% | +27.7% |
| Q4 2020 | $5,593,000 | +51.6% | 76,574 | +31.8% | 0.43% | +35.2% |
| Q3 2020 | $3,689,000 | +33.7% | 58,113 | +27.6% | 0.32% | +22.6% |
| Q2 2020 | $2,760,000 | +172.7% | 45,553 | +139.4% | 0.26% | +131.5% |
| Q1 2020 | $1,012,000 | +14.5% | 19,030 | +47.9% | 0.11% | +14.4% |
| Q4 2019 | $884,000 | – | 12,866 | – | 0.10% | – |
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% |