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 | $473,886 | -10.5% | 6,855 | -5.6% | 0.11% | -11.8% |
| Q2 2023 | $529,618 | +1.0% | 7,262 | -0.5% | 0.13% | -6.6% |
| Q1 2023 | $524,504 | +8.6% | 7,301 | -0.6% | 0.14% | 0.0% |
| Q4 2022 | $482,860 | -11.6% | 7,345 | -24.5% | 0.14% | -26.9% |
| Q3 2022 | $546,000 | -17.3% | 9,728 | -7.5% | 0.19% | -16.6% |
| Q2 2022 | $660,000 | -13.2% | 10,513 | +1.9% | 0.22% | -11.9% |
| Q1 2022 | $760,000 | -3.7% | 10,314 | +3.9% | 0.25% | -0.4% |
| Q4 2021 | $789,000 | +2.7% | 9,925 | +1.3% | 0.25% | -5.6% |
| Q3 2021 | $768,000 | +29.5% | 9,796 | +30.6% | 0.27% | +30.0% |
| Q2 2021 | $593,000 | +20.0% | 7,498 | +15.2% | 0.21% | +17.6% |
| Q1 2021 | $494,000 | +51.5% | 6,506 | +45.7% | 0.18% | +40.8% |
| Q4 2020 | $326,000 | +24.0% | 4,464 | +7.9% | 0.12% | +4.2% |
| Q3 2020 | $263,000 | +4.8% | 4,139 | 0.0% | 0.12% | +3.4% |
| Q2 2020 | $251,000 | +13.6% | 4,139 | -0.2% | 0.12% | -1.7% |
| Q1 2020 | $221,000 | -3.1% | 4,149 | +24.9% | 0.12% | +14.6% |
| Q4 2019 | $228,000 | +0.4% | 3,323 | -6.2% | 0.10% | -8.0% |
| Q3 2019 | $227,000 | -1.3% | 3,543 | -1.0% | 0.11% | -5.1% |
| Q2 2019 | $230,000 | -3.4% | 3,578 | -5.1% | 0.12% | -6.3% |
| Q1 2019 | $238,000 | -5.9% | 3,771 | -14.5% | 0.13% | -19.7% |
| Q4 2018 | $253,000 | -1.2% | 4,409 | +12.3% | 0.16% | +14.6% |
| Q2 2018 | $256,000 | – | 3,925 | – | 0.14% | – |
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% |