ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 497 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $354,825 | -1.2% | 4,504 | +0.2% | 0.13% | -3.0% |
| Q1 2024 | $359,036 | +6.1% | 4,493 | +0.3% | 0.13% | -1.5% |
| Q4 2023 | $338,268 | +11.8% | 4,478 | +2.3% | 0.13% | +2.3% |
| Q3 2023 | $302,651 | -4.2% | 4,378 | +1.1% | 0.13% | -3.7% |
| Q2 2023 | $315,787 | +1.4% | 4,330 | -0.1% | 0.14% | -3.5% |
| Q1 2023 | $311,283 | +1.2% | 4,333 | -7.4% | 0.14% | -4.1% |
| Q4 2022 | $307,663 | +21.6% | 4,680 | +3.8% | 0.15% | +9.7% |
| Q3 2022 | $253,000 | -3.4% | 4,510 | +7.9% | 0.13% | 0.0% |
| Q2 2022 | $262,000 | -12.1% | 4,180 | +3.5% | 0.13% | -0.7% |
| Q1 2022 | $298,000 | +22.6% | 4,040 | +32.2% | 0.14% | +26.2% |
| Q4 2021 | $243,000 | -1.2% | 3,055 | +0.4% | 0.11% | -4.5% |
| Q3 2021 | $246,000 | – | 3,042 | – | 0.11% | – |
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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% |