ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $551,657 | -4.7% | 7,980 | +0.5% | 0.13% | -3.0% |
| Q2 2023 | $578,918 | +2.2% | 7,938 | +0.7% | 0.13% | +13.8% |
| Q1 2023 | $566,387 | +4.2% | 7,884 | -4.6% | 0.12% | -2.5% |
| Q4 2022 | $543,538 | +50.6% | 8,268 | +28.6% | 0.12% | +12.3% |
| Q3 2022 | $361,000 | -9.1% | 6,430 | +1.8% | 0.11% | -4.5% |
| Q2 2022 | $397,000 | -14.4% | 6,319 | +0.5% | 0.11% | -5.9% |
| Q1 2022 | $464,000 | -7.2% | 6,290 | 0.0% | 0.12% | -0.8% |
| Q4 2021 | $500,000 | +5.3% | 6,290 | +3.8% | 0.12% | -3.3% |
| Q3 2021 | $475,000 | +5.6% | 6,058 | +6.5% | 0.12% | +5.1% |
| Q2 2021 | $450,000 | +7.1% | 5,690 | +2.9% | 0.12% | +13.6% |
| Q1 2021 | $420,000 | +6.6% | 5,532 | +2.4% | 0.10% | -6.4% |
| Q4 2020 | $394,000 | -35.0% | 5,400 | -43.4% | 0.11% | -45.8% |
| Q3 2020 | $606,000 | +5.4% | 9,545 | +0.5% | 0.20% | +3.6% |
| Q2 2020 | $575,000 | +14.5% | 9,497 | +0.6% | 0.20% | +6.5% |
| Q1 2020 | $502,000 | – | 9,443 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |