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 | $23,844,842 | -7.0% | 344,925 | -1.9% | 13.52% | -7.5% |
| Q2 2023 | $25,636,392 | +30.6% | 351,518 | +28.6% | 14.62% | +44.4% |
| Q1 2023 | $19,636,867 | +9340.8% | 273,342 | +9548.5% | 10.12% | +13048.1% |
| Q1 2022 | $208,000 | -7.1% | 2,833 | +0.1% | 0.08% | +2.7% |
| Q4 2021 | $224,000 | +5.2% | 2,829 | +4.0% | 0.08% | -3.8% |
| Q3 2021 | $213,000 | -1.4% | 2,721 | 0.0% | 0.08% | -9.3% |
| Q2 2021 | $216,000 | +5.9% | 2,721 | +1.3% | 0.09% | -1.1% |
| Q1 2021 | $204,000 | -99.7% | 2,687 | +94.1% | 0.09% | +47.5% |
| Q1 2020 | $73,564,000 | – | 1,384 | – | 0.06% | – |
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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% |