ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,556,635 | -17.0% | 36,983 | -12.4% | 0.57% | -12.5% |
| Q2 2023 | $3,080,709 | +2.1% | 42,242 | +0.6% | 0.65% | -6.9% |
| Q1 2023 | $3,016,131 | +22.3% | 41,984 | +11.9% | 0.70% | +23.8% |
| Q4 2022 | $2,465,513 | +3.7% | 37,504 | -11.4% | 0.56% | -27.6% |
| Q3 2022 | $2,377,000 | -17.9% | 42,353 | -8.2% | 0.78% | +0.4% |
| Q2 2022 | $2,896,000 | +93.3% | 46,138 | +127.1% | 0.78% | +111.2% |
| Q1 2022 | $1,498,000 | -44.8% | 20,317 | -40.5% | 0.37% | -46.7% |
| Q4 2021 | $2,714,000 | +9.2% | 34,152 | +7.7% | 0.69% | -5.6% |
| Q3 2021 | $2,486,000 | +53.6% | 31,718 | +55.0% | 0.73% | +42.4% |
| Q2 2021 | $1,618,000 | +63.9% | 20,468 | +57.4% | 0.51% | +35.4% |
| Q1 2021 | $987,000 | +359.1% | 13,001 | +341.2% | 0.38% | +223.1% |
| Q4 2020 | $215,000 | – | 2,947 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |