ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,358 | -23.2% | 8,048 | -18.9% | 0.01% | -18.2% |
| Q2 2023 | $724,122 | +8.6% | 9,929 | +7.0% | 0.01% | 0.0% |
| Q1 2023 | $666,675 | +13.5% | 9,280 | +3.9% | 0.01% | 0.0% |
| Q4 2022 | $587,190 | +181.0% | 8,932 | +140.2% | 0.01% | +83.3% |
| Q3 2022 | $209,000 | -11.8% | 3,719 | -1.6% | 0.01% | +20.0% |
| Q2 2022 | $237,000 | +0.4% | 3,780 | +18.0% | 0.01% | 0.0% |
| Q1 2022 | $236,000 | -6.7% | 3,203 | +0.7% | 0.01% | 0.0% |
| Q4 2021 | $253,000 | +2.0% | 3,180 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $248,000 | +6.4% | 3,159 | +7.2% | 0.01% | -16.7% |
| Q2 2021 | $233,000 | +2018.2% | 2,947 | +1574.4% | 0.01% | +500.0% |
| Q1 2019 | $11,000 | – | 176 | – | 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% |