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 | $56,825 | -42.3% | 822 | -39.2% | 0.01% | -39.1% |
| Q2 2023 | $98,528 | +1.5% | 1,351 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $97,056 | +24.9% | 1,351 | +14.3% | 0.02% | +20.0% |
| Q4 2022 | $77,705 | +16.0% | 1,182 | 0.0% | 0.02% | +17.6% |
| Q3 2022 | $67,000 | -49.2% | 1,182 | -43.8% | 0.02% | -48.5% |
| Q2 2022 | $132,000 | -14.8% | 2,102 | 0.0% | 0.03% | -10.8% |
| Q1 2022 | $155,000 | -7.2% | 2,102 | 0.0% | 0.04% | -7.5% |
| Q4 2021 | $167,000 | +1.2% | 2,102 | 0.0% | 0.04% | -7.0% |
| Q3 2021 | $165,000 | -0.6% | 2,102 | 0.0% | 0.04% | -4.4% |
| Q2 2021 | $166,000 | +19.4% | 2,102 | +186.4% | 0.04% | +7.1% |
| Q1 2021 | $139,000 | +3.7% | 734 | -59.8% | 0.04% | -6.7% |
| Q4 2020 | $134,000 | – | 1,828 | – | 0.04% | – |
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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% |