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 | $910,000 | -10.1% | 13,168 | -5.1% | 0.06% | +1.8% |
| Q2 2023 | $1,012,000 | +200693.7% | 13,882 | +97.7% | 0.06% | +43.6% |
| Q1 2023 | $504 | -40.4% | 7,021 | -45.4% | 0.04% | -29.1% |
| Q4 2022 | $845 | -99.9% | 12,855 | +9.6% | 0.06% | -16.7% |
| Q3 2022 | $658,000 | -81.6% | 11,724 | -74.0% | 0.07% | -68.0% |
| Q4 2021 | $3,584,000 | +26.1% | 45,046 | +24.2% | 0.21% | +7.3% |
| Q3 2021 | $2,843,000 | -24.1% | 36,266 | -23.4% | 0.19% | -22.6% |
| Q2 2021 | $3,744,000 | +1.8% | 47,371 | +2.7% | 0.25% | +93.8% |
| Q1 2021 | $3,676,000 | +222.5% | 46,146 | +195.6% | 0.13% | +161.2% |
| Q4 2020 | $1,140,000 | +23.0% | 15,613 | +6.9% | 0.05% | +6.5% |
| Q3 2020 | $927,000 | +5.0% | 14,602 | +0.2% | 0.05% | -6.1% |
| Q2 2020 | $883,000 | +18.7% | 14,576 | +4.2% | 0.05% | -10.9% |
| Q1 2020 | $744,000 | -14.1% | 13,990 | +11.0% | 0.06% | -16.7% |
| Q4 2019 | $866,000 | +13.1% | 12,600 | +5.5% | 0.07% | +4.8% |
| Q3 2019 | $766,000 | -10.9% | 11,940 | -12.2% | 0.06% | -34.4% |
| Q1 2019 | $860,000 | +165.4% | 13,605 | +141.0% | 0.10% | +108.7% |
| Q4 2018 | $324,000 | +11.0% | 5,645 | +25.0% | 0.05% | -25.8% |
| Q2 2018 | $292,000 | +19.2% | 4,517 | +25.4% | 0.06% | +1.6% |
| Q1 2018 | $245,000 | – | 3,602 | – | 0.06% | – |
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% |