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 | $128,927 | -45.6% | 1,865 | -42.6% | 0.00% | -33.3% |
| Q2 2023 | $236,804 | -2.7% | 3,247 | -4.2% | 0.01% | -14.3% |
| Q1 2023 | $243,394 | +884.7% | 3,388 | +801.1% | 0.01% | +600.0% |
| Q4 2022 | $24,718 | -78.9% | 376 | -81.9% | 0.00% | -66.7% |
| Q3 2022 | $117,000 | -4.9% | 2,077 | +5.9% | 0.00% | 0.0% |
| Q2 2022 | $123,000 | -6.1% | 1,961 | +10.2% | 0.00% | 0.0% |
| Q1 2022 | $131,000 | -22.0% | 1,779 | -15.8% | 0.00% | -40.0% |
| Q4 2021 | $168,000 | +1.2% | 2,113 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $166,000 | -2.9% | 2,113 | -2.4% | 0.00% | -20.0% |
| Q2 2021 | $171,000 | +23.9% | 2,164 | +19.3% | 0.01% | 0.0% |
| Q1 2021 | $138,000 | +1.5% | 1,814 | -3.3% | 0.01% | -16.7% |
| Q4 2020 | $136,000 | +14.3% | 1,875 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $119,000 | – | 1,875 | – | 0.01% | – |
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% |