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 | $822,301 | -5.2% | 11,895 | 0.0% | 0.21% | -2.8% |
Q2 2023 | $867,502 | +3.2% | 11,895 | +1.7% | 0.21% | -0.5% |
Q1 2023 | $840,528 | +24.4% | 11,700 | +13.9% | 0.22% | +22.9% |
Q4 2022 | $675,479 | +60.1% | 10,275 | +36.5% | 0.18% | +45.8% |
Q3 2022 | $422,000 | +8.8% | 7,525 | +21.9% | 0.12% | +14.3% |
Q2 2022 | $388,000 | -11.2% | 6,175 | +4.2% | 0.10% | 0.0% |
Q1 2022 | $437,000 | – | 5,925 | – | 0.10% | – |
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% |