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 | $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 | 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% |