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 | $967,274 | -18.0% | 14,452 | -11.9% | 0.34% | -28.1% |
| Q1 2023 | $1,179,110 | -18.6% | 16,413 | -25.5% | 0.48% | -30.0% |
| Q4 2022 | $1,447,661 | +11.6% | 22,021 | -4.7% | 0.69% | -21.4% |
| Q3 2022 | $1,297,000 | -10.6% | 23,110 | 0.0% | 0.87% | -40.7% |
| Q2 2022 | $1,450,000 | -35.8% | 23,110 | -24.5% | 1.47% | -29.1% |
| Q1 2022 | $2,258,000 | -7.5% | 30,622 | -0.3% | 2.08% | -1.5% |
| Q4 2021 | $2,441,000 | +4.4% | 30,720 | +2.9% | 2.11% | -2.1% |
| Q3 2021 | $2,339,000 | -88.7% | 29,845 | +13.5% | 2.15% | +24.9% |
| Q2 2021 | $20,789,000 | +943.1% | 26,305 | +0.2% | 1.72% | +17.0% |
| Q1 2021 | $1,993,000 | +10.8% | 26,262 | +6.6% | 1.47% | +5.6% |
| Q4 2020 | $1,799,000 | +27.3% | 24,626 | +10.6% | 1.39% | +15.9% |
| Q3 2020 | $1,413,000 | +4.6% | 22,258 | +44.7% | 1.20% | +0.2% |
| Q2 2020 | $1,351,000 | +19.6% | 15,379 | -27.6% | 1.20% | +0.8% |
| Q1 2020 | $1,130,000 | -21.7% | 21,255 | +1.2% | 1.19% | -5.9% |
| Q4 2019 | $1,444,000 | +42.7% | 21,010 | +33.1% | 1.27% | +30.7% |
| Q3 2019 | $1,012,000 | +29.7% | 15,781 | +23.9% | 0.97% | +22.3% |
| Q2 2019 | $780,000 | +91.2% | 12,733 | +103.2% | 0.79% | +86.4% |
| Q1 2019 | $408,000 | +29.1% | 6,265 | +21.1% | 0.42% | +20.4% |
| Q4 2018 | $316,000 | – | 5,172 | – | 0.35% | – |
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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% |