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 | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |