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 | $1,154,194 | -29.1% | 16,696 | -25.2% | 0.27% | -27.8% |
| Q2 2023 | $1,626,777 | +15.4% | 22,306 | +13.7% | 0.37% | +10.4% |
| Q1 2023 | $1,409,501 | +12.1% | 19,620 | +2.6% | 0.34% | -12.3% |
| Q4 2022 | $1,257,015 | -9.6% | 19,121 | -22.8% | 0.38% | -18.3% |
| Q3 2022 | $1,390,000 | +8.8% | 24,769 | +21.6% | 0.47% | +9.8% |
| Q2 2022 | $1,278,000 | -49.0% | 20,369 | -40.1% | 0.43% | -45.0% |
| Q1 2022 | $2,505,000 | +67.6% | 33,981 | +80.6% | 0.78% | +66.7% |
| Q4 2021 | $1,495,000 | -0.9% | 18,813 | -2.3% | 0.47% | -10.6% |
| Q3 2021 | $1,509,000 | +26.7% | 19,258 | +27.7% | 0.52% | +16.3% |
| Q2 2021 | $1,191,000 | +73.4% | 15,075 | +66.6% | 0.45% | +57.2% |
| Q1 2021 | $687,000 | +78.9% | 9,048 | +72.1% | 0.28% | +62.9% |
| Q4 2020 | $384,000 | – | 5,257 | – | 0.18% | – |
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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% |