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 | $50,687,357 | -0.6% | 733,218 | +4.9% | 3.90% | +1.7% |
| Q2 2023 | $50,968,323 | +4.3% | 698,866 | +2.7% | 3.83% | +0.9% |
| Q1 2023 | $48,868,119 | +10.6% | 680,236 | +1.2% | 3.80% | +2.1% |
| Q4 2022 | $44,197,707 | +15.4% | 672,311 | -1.5% | 3.72% | +2.5% |
| Q3 2022 | $38,294,000 | +0.2% | 682,244 | +12.0% | 3.63% | +1.1% |
| Q2 2022 | $38,218,000 | -9.7% | 608,948 | +437.1% | 3.59% | +0.5% |
| Q1 2022 | $42,333,000 | +3.8% | 113,383 | -77.9% | 3.57% | -1.5% |
| Q4 2021 | $40,772,000 | +12.0% | 512,358 | +10.3% | 3.63% | +2.4% |
| Q3 2021 | $36,413,000 | +11.0% | 464,574 | +12.8% | 3.54% | +8.9% |
| Q2 2021 | $32,791,000 | +22.1% | 411,860 | +16.4% | 3.25% | +0.5% |
| Q1 2021 | $26,846,000 | +23.2% | 353,699 | +18.5% | 3.24% | +1.6% |
| Q4 2020 | $21,797,000 | +32.0% | 298,422 | +14.7% | 3.19% | +7.6% |
| Q3 2020 | $16,515,000 | +23.5% | 260,155 | +17.9% | 2.96% | +3.7% |
| Q2 2020 | $13,369,000 | +15.0% | 220,677 | +0.9% | 2.86% | -11.1% |
| Q1 2020 | $11,621,000 | -9.6% | 218,606 | +16.9% | 3.22% | -10.0% |
| Q4 2019 | $12,858,000 | +19.8% | 187,048 | +11.8% | 3.57% | -4.9% |
| Q3 2019 | $10,730,000 | +17.0% | 167,337 | -49.1% | 3.76% | +3.0% |
| Q2 2019 | $9,174,000 | +19.7% | 328,690 | +2.4% | 3.65% | -0.2% |
| Q1 2019 | $7,667,000 | +65.8% | 320,976 | +297.3% | 3.65% | +55.6% |
| Q4 2018 | $4,623,000 | – | 80,798 | – | 2.35% | – |
Download | ||||||
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% |