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 | $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 | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |