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 | $284,124 | +7.2% | 4,110 | +13.1% | 0.00% | +33.3% |
| Q2 2023 | $265,101 | -5.7% | 3,635 | -7.1% | 0.00% | 0.0% |
| Q1 2023 | $281,182 | -31.5% | 3,914 | -37.3% | 0.00% | -40.0% |
| Q4 2022 | $410,349 | +8.8% | 6,242 | -7.1% | 0.01% | 0.0% |
| Q3 2022 | $377,000 | -24.0% | 6,722 | -15.0% | 0.01% | -16.7% |
| Q2 2022 | $496,000 | -8.8% | 7,907 | +7.0% | 0.01% | +20.0% |
| Q1 2022 | $544,000 | +12.6% | 7,390 | +21.3% | 0.01% | +25.0% |
| Q4 2021 | $483,000 | -0.2% | 6,091 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $484,000 | +16.9% | 6,180 | +17.8% | 0.00% | +33.3% |
| Q2 2021 | $414,000 | +1.0% | 5,247 | -2.9% | 0.00% | 0.0% |
| Q1 2021 | $410,000 | – | 5,405 | – | 0.00% | – |
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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% |