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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $246,430 | +1.5% | 3,379 | 0.0% | 0.25% | -1.9% |
| Q1 2023 | $242,747 | +0.9% | 3,379 | -7.7% | 0.26% | +3.6% |
| Q4 2022 | $240,543 | +17.3% | 3,659 | 0.0% | 0.25% | +16.3% |
| Q3 2022 | $205,000 | -1.0% | 3,659 | +40.5% | 0.22% | +28.7% |
| Q4 2021 | $207,000 | +1.5% | 2,604 | 0.0% | 0.17% | +1.2% |
| Q3 2021 | $204,000 | – | 2,604 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |