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 | $2,700,754 | -3.4% | 39,068 | +1.9% | 0.14% | -4.0% |
| Q2 2023 | $2,795,316 | +1.6% | 38,329 | +0.1% | 0.15% | -2.6% |
| Q1 2023 | $2,751,580 | +11.6% | 38,302 | +2.1% | 0.16% | +6.2% |
| Q4 2022 | $2,466,663 | -17.4% | 37,522 | -29.5% | 0.15% | -26.6% |
| Q3 2022 | $2,987,000 | +80.9% | 53,208 | +102.3% | 0.20% | +91.3% |
| Q2 2022 | $1,651,000 | -39.3% | 26,299 | -28.7% | 0.10% | -41.2% |
| Q1 2022 | $2,719,000 | -0.3% | 36,881 | +7.5% | 0.18% | +2.3% |
| Q4 2021 | $2,727,000 | +33.5% | 34,322 | +31.7% | 0.17% | +22.7% |
| Q3 2021 | $2,043,000 | +4.4% | 26,069 | +5.3% | 0.14% | -7.8% |
| Q2 2021 | $1,956,000 | +7.4% | 24,747 | +3.1% | 0.15% | -61.8% |
| Q1 2021 | $1,822,000 | – | 24,008 | – | 0.40% | – |
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% |