ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,980,989 | -1.5% | 28,656 | +3.9% | 0.32% | -0.3% |
| Q2 2023 | $2,011,847 | +0.2% | 27,586 | -1.2% | 0.32% | -5.7% |
| Q1 2023 | $2,006,850 | +33.6% | 27,935 | +22.3% | 0.34% | +24.9% |
| Q4 2022 | $1,501,962 | +40.1% | 22,847 | +19.6% | 0.27% | +28.1% |
| Q3 2022 | $1,072,000 | +20.9% | 19,106 | +35.2% | 0.21% | +18.6% |
| Q2 2022 | $887,000 | -46.3% | 14,131 | -36.9% | 0.18% | -41.4% |
| Q1 2022 | $1,652,000 | +16.7% | 22,409 | +25.8% | 0.30% | +20.3% |
| Q4 2021 | $1,416,000 | +25.6% | 17,818 | +23.9% | 0.25% | +16.2% |
| Q3 2021 | $1,127,000 | -1.7% | 14,379 | -0.9% | 0.22% | -3.6% |
| Q2 2021 | $1,147,000 | +25.4% | 14,516 | +20.4% | 0.22% | +23.8% |
| Q1 2021 | $915,000 | +5.3% | 12,058 | +1.3% | 0.18% | +2.3% |
| Q4 2020 | $869,000 | -37.1% | 11,898 | -45.3% | 0.18% | -42.0% |
| Q3 2020 | $1,382,000 | +26.3% | 21,767 | +20.5% | 0.30% | +18.2% |
| Q2 2020 | $1,094,000 | +42.8% | 18,060 | +25.3% | 0.26% | +21.7% |
| Q1 2020 | $766,000 | +49.0% | 14,410 | +92.6% | 0.21% | +158.5% |
| Q4 2019 | $514,000 | – | 7,482 | – | 0.08% | – |
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% |