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 | $305,900 | +1.9% | 4,425 | +7.5% | 0.10% | +7.1% |
| Q2 2023 | $300,180 | +1.5% | 4,116 | 0.0% | 0.10% | -2.0% |
| Q1 2023 | $295,693 | +9.3% | 4,116 | 0.0% | 0.10% | +19.0% |
| Q4 2022 | $270,586 | -2.7% | 4,116 | -17.0% | 0.08% | -12.5% |
| Q3 2022 | $278,000 | +18.8% | 4,957 | +33.1% | 0.10% | -1.0% |
| Q2 2022 | $234,000 | -19.9% | 3,724 | -6.1% | 0.10% | -11.0% |
| Q1 2022 | $292,000 | -3.6% | 3,967 | 0.0% | 0.11% | +0.9% |
| Q4 2021 | $303,000 | +9.4% | 3,967 | +14.7% | 0.11% | -0.9% |
| Q1 2021 | $277,000 | +13.5% | 3,458 | +4.7% | 0.11% | +7.9% |
| Q4 2020 | $244,000 | – | 3,303 | – | 0.10% | – |
Download | ||||||
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% |