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 | $453,574 | +1.9% | 6,561 | +7.5% | 0.09% | +4.7% |
| Q2 2023 | $445,148 | -26.9% | 6,104 | -28.0% | 0.09% | -32.3% |
| Q1 2023 | $608,765 | +55.9% | 8,474 | +42.7% | 0.13% | +41.1% |
| Q4 2022 | $390,423 | +25.9% | 5,939 | +7.4% | 0.09% | +21.6% |
| Q3 2022 | $310,000 | 0.0% | 5,529 | +16.8% | 0.07% | +13.8% |
| Q2 2022 | $310,000 | +8.4% | 4,733 | +22.1% | 0.06% | +10.2% |
| Q1 2022 | $286,000 | -21.0% | 3,876 | -17.0% | 0.06% | -22.4% |
| Q4 2021 | $362,000 | +2.8% | 4,669 | +3.9% | 0.08% | -5.0% |
| Q3 2021 | $352,000 | +19.3% | 4,492 | +20.2% | 0.08% | +19.4% |
| Q2 2021 | $295,000 | +10.1% | 3,738 | +9.3% | 0.07% | +3.1% |
| Q1 2021 | $268,000 | +25.8% | 3,420 | +22.5% | 0.06% | +20.4% |
| Q4 2020 | $213,000 | – | 2,792 | – | 0.05% | – |
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% |