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 | $234,571 | -16.6% | 3,393 | -12.0% | 0.03% | -14.3% |
| Q2 2023 | $281,158 | -42.0% | 3,855 | -15.4% | 0.04% | -45.3% |
| Q1 2023 | $484,968 | +94.0% | 4,559 | +19.9% | 0.06% | +82.9% |
| Q4 2022 | $250,023 | +23.2% | 3,803 | +5.1% | 0.04% | +12.9% |
| Q3 2022 | $203,000 | +1.5% | 3,618 | +13.3% | 0.03% | +6.9% |
| Q2 2022 | $200,000 | -11.5% | 3,192 | +4.0% | 0.03% | 0.0% |
| Q1 2022 | $226,000 | -6.2% | 3,068 | +1.1% | 0.03% | 0.0% |
| Q4 2021 | $241,000 | +11.6% | 3,035 | +10.2% | 0.03% | +3.6% |
| Q3 2021 | $216,000 | -24.7% | 2,753 | -24.1% | 0.03% | -26.3% |
| Q2 2021 | $287,000 | -3.0% | 3,628 | -7.0% | 0.04% | -11.6% |
| Q1 2021 | $296,000 | +24.9% | 3,902 | +20.3% | 0.04% | +16.2% |
| Q4 2020 | $237,000 | – | 3,244 | – | 0.04% | – |
Download | ||||||
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% |