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 | $433,875 | -8.0% | 6,276 | -3.0% | 0.06% | -7.8% |
| Q2 2023 | $471,654 | -0.8% | 6,467 | -2.3% | 0.06% | -8.6% |
| Q1 2023 | $475,470 | +40.0% | 6,618 | +28.1% | 0.07% | +29.6% |
| Q4 2022 | $339,643 | +15.5% | 5,166 | -1.4% | 0.05% | +10.2% |
| Q3 2022 | $294,000 | -6.1% | 5,238 | +5.0% | 0.05% | 0.0% |
| Q2 2022 | $313,000 | -13.3% | 4,988 | +1.8% | 0.05% | +11.4% |
| Q1 2022 | $361,000 | -7.2% | 4,901 | +0.1% | 0.04% | -4.3% |
| Q4 2021 | $389,000 | +2.4% | 4,896 | +1.0% | 0.05% | -13.2% |
| Q3 2021 | $380,000 | -0.8% | 4,847 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $383,000 | +30.3% | 4,847 | +25.3% | 0.05% | +15.2% |
| Q1 2021 | $294,000 | +3.9% | 3,868 | 0.0% | 0.05% | -2.1% |
| Q4 2020 | $283,000 | – | 3,868 | – | 0.05% | – |
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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% |