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 | $1,077,500 | -3.4% | 15,587 | +1.9% | 0.33% | -0.6% |
Q2 2023 | $1,115,142 | +10.1% | 15,291 | +8.5% | 0.33% | +3.7% |
Q1 2023 | $1,012,495 | +10.7% | 14,094 | +1.3% | 0.32% | +1.9% |
Q4 2022 | $914,624 | +73.2% | 13,913 | +47.9% | 0.32% | +55.7% |
Q3 2022 | $528,000 | -10.2% | 9,409 | +0.4% | 0.20% | -6.0% |
Q2 2022 | $588,000 | -14.5% | 9,371 | +0.5% | 0.22% | +5.9% |
Q1 2022 | $688,000 | -10.8% | 9,328 | -3.8% | 0.20% | -8.9% |
Q4 2021 | $771,000 | +10.3% | 9,698 | +8.8% | 0.22% | +0.9% |
Q3 2021 | $699,000 | -0.9% | 8,915 | 0.0% | 0.22% | -0.4% |
Q2 2021 | $705,000 | +4.1% | 8,915 | 0.0% | 0.22% | -1.8% |
Q1 2021 | $677,000 | +23.3% | 8,915 | +18.6% | 0.23% | +11.8% |
Q4 2020 | $549,000 | -3.7% | 7,520 | -16.2% | 0.20% | -15.4% |
Q3 2020 | $570,000 | +4.8% | 8,973 | 0.0% | 0.24% | -10.8% |
Q2 2020 | $544,000 | +17.0% | 8,973 | +2.6% | 0.27% | -7.9% |
Q1 2020 | $465,000 | – | 8,743 | – | 0.29% | – |
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% |