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 | $1,806,826 | -6.0% | 26,137 | -0.9% | 0.12% | -8.2% |
| Q2 2023 | $1,922,773 | +1.9% | 26,365 | +0.4% | 0.13% | -6.3% |
| Q1 2023 | $1,887,359 | +43.7% | 26,272 | +31.5% | 0.14% | +28.8% |
| Q4 2022 | $1,312,959 | +14.4% | 19,972 | -2.4% | 0.11% | +3.7% |
| Q3 2022 | $1,148,000 | -10.6% | 20,460 | -0.0% | 0.11% | -4.5% |
| Q2 2022 | $1,284,000 | -20.5% | 20,462 | -6.7% | 0.11% | -9.7% |
| Q1 2022 | $1,616,000 | +5.2% | 21,925 | +13.4% | 0.12% | +4.2% |
| Q4 2021 | $1,536,000 | +2.7% | 19,334 | +1.3% | 0.12% | -8.5% |
| Q3 2021 | $1,496,000 | -0.8% | 19,087 | 0.0% | 0.13% | -2.3% |
| Q2 2021 | $1,508,000 | +27.2% | 19,087 | +2.1% | 0.13% | +1.5% |
| Q3 2020 | $1,186,000 | +20.5% | 18,686 | +0.9% | 0.13% | -10.9% |
| Q1 2020 | $984,000 | -22.6% | 18,511 | 0.0% | 0.15% | +5.0% |
| Q4 2019 | $1,272,000 | +5.8% | 18,511 | -1.3% | 0.14% | -5.4% |
| Q3 2019 | $1,202,000 | -0.3% | 18,752 | 0.0% | 0.15% | -0.7% |
| Q2 2019 | $1,206,000 | -37.1% | 18,752 | -38.2% | 0.15% | -77.3% |
| Q1 2019 | $1,917,000 | +14.0% | 30,338 | +3.6% | 0.66% | -10.0% |
| Q4 2018 | $1,681,000 | +227.7% | 29,290 | +278.9% | 0.73% | +221.6% |
| Q3 2018 | $513,000 | +109.4% | 7,730 | +103.6% | 0.23% | +94.0% |
| Q2 2018 | $245,000 | – | 3,797 | – | 0.12% | – |
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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% |