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 | $11,563,237 | +2.1% | 167,268 | +7.7% | 0.03% | +6.7% |
| Q2 2023 | $11,327,561 | +5.5% | 155,321 | +3.9% | 0.03% | +15.4% |
| Q1 2023 | $10,741,804 | +108436.0% | 149,524 | -0.7% | 0.03% | 0.0% |
| Q4 2022 | $9,897 | -99.8% | 150,547 | +30.9% | 0.03% | +36.8% |
| Q3 2022 | $6,454,000 | -16.9% | 114,976 | -7.1% | 0.02% | -13.6% |
| Q2 2022 | $7,765,000 | -19.9% | 123,720 | -5.9% | 0.02% | -8.3% |
| Q1 2022 | $9,693,000 | +2.4% | 131,464 | +10.4% | 0.02% | +9.1% |
| Q4 2021 | $9,462,000 | +19.0% | 119,083 | +17.4% | 0.02% | +10.0% |
| Q3 2021 | $7,953,000 | +10.1% | 101,470 | +11.0% | 0.02% | +5.3% |
| Q2 2021 | $7,222,000 | +21.8% | 91,382 | +17.0% | 0.02% | +11.8% |
| Q1 2021 | $5,927,000 | +25.6% | 78,089 | +20.9% | 0.02% | +21.4% |
| Q4 2020 | $4,719,000 | +46.1% | 64,604 | +26.9% | 0.01% | +27.3% |
| Q3 2020 | $3,231,000 | +23.3% | 50,903 | +17.7% | 0.01% | +10.0% |
| Q2 2020 | $2,620,000 | +24.5% | 43,252 | +9.3% | 0.01% | 0.0% |
| Q1 2020 | $2,104,000 | +15.2% | 39,571 | +49.0% | 0.01% | +42.9% |
| Q4 2019 | $1,826,000 | +192.2% | 26,563 | +172.4% | 0.01% | +250.0% |
| Q3 2019 | $625,000 | +109.0% | 9,752 | +116.2% | 0.00% | 0.0% |
| Q3 2018 | $299,000 | – | 4,510 | – | 0.00% | – |
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% |