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 | $468,268 | -7.0% | 6,774 | -1.9% | 0.27% | -2.2% |
| Q2 2023 | $503,416 | +14.8% | 6,903 | +13.1% | 0.28% | +8.7% |
| Q1 2023 | $438,669 | +2.7% | 6,106 | -6.0% | 0.25% | +2.0% |
| Q4 2022 | $427,257 | +16.4% | 6,499 | -0.6% | 0.25% | +13.2% |
| Q3 2022 | $367,000 | -9.2% | 6,540 | +1.6% | 0.22% | -1.4% |
| Q2 2022 | $404,000 | -13.7% | 6,434 | +1.4% | 0.22% | +1.4% |
| Q1 2022 | $468,000 | +5.4% | 6,348 | +13.6% | 0.22% | +8.4% |
| Q4 2021 | $444,000 | -4.7% | 5,590 | -5.9% | 0.20% | -12.2% |
| Q3 2021 | $466,000 | +20.4% | 5,940 | +21.3% | 0.23% | +22.3% |
| Q2 2021 | $387,000 | +4.0% | 4,896 | 0.0% | 0.19% | -0.5% |
| Q1 2021 | $372,000 | +11.0% | 4,896 | +6.6% | 0.19% | +6.8% |
| Q4 2020 | $335,000 | +9.5% | 4,592 | -4.6% | 0.18% | -2.2% |
| Q3 2020 | $306,000 | -0.3% | 4,814 | -5.0% | 0.18% | -9.0% |
| Q2 2020 | $307,000 | -1.3% | 5,068 | -13.3% | 0.20% | -14.6% |
| Q1 2020 | $311,000 | -11.1% | 5,848 | +14.8% | 0.23% | +13.7% |
| Q4 2019 | $350,000 | +10.8% | 5,093 | +3.3% | 0.20% | +2.0% |
| Q3 2019 | $316,000 | +5.3% | 4,928 | +5.5% | 0.20% | 0.0% |
| Q2 2019 | $300,000 | +11.1% | 4,671 | +9.1% | 0.20% | +7.5% |
| Q1 2019 | $270,000 | – | 4,281 | – | 0.19% | – |
Download | ||||||
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% |