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 | $1,840,394 | -6.5% | 26,622 | -1.3% | 1.29% | -10.9% |
| Q2 2023 | $1,967,886 | +10.5% | 26,983 | +8.9% | 1.44% | +6.8% |
| Q1 2023 | $1,780,362 | +3.0% | 24,782 | -5.7% | 1.35% | -1.5% |
| Q4 2022 | $1,728,000 | -3.5% | 26,290 | -17.6% | 1.37% | -13.7% |
| Q3 2022 | $1,791,000 | -27.0% | 31,916 | -18.4% | 1.59% | -21.1% |
| Q2 2022 | $2,455,000 | +21.7% | 39,121 | +43.0% | 2.02% | +35.8% |
| Q1 2022 | $2,018,000 | -3.6% | 27,365 | +3.9% | 1.49% | +2.3% |
| Q4 2021 | $2,093,000 | +22.5% | 26,345 | +20.8% | 1.45% | +16.5% |
| Q3 2021 | $1,709,000 | -4.3% | 21,809 | -3.4% | 1.25% | -6.6% |
| Q2 2021 | $1,785,000 | +15.3% | 22,584 | +10.7% | 1.33% | +3.3% |
| Q1 2021 | $1,548,000 | +13.8% | 20,392 | +9.5% | 1.29% | +10.7% |
| Q4 2020 | $1,360,000 | +3.0% | 18,623 | -10.4% | 1.17% | -12.1% |
| Q3 2020 | $1,320,000 | -1.0% | 20,794 | -5.6% | 1.33% | -14.8% |
| Q2 2020 | $1,334,000 | +98.5% | 22,016 | +74.2% | 1.56% | +73.2% |
| Q1 2020 | $672,000 | – | 12,640 | – | 0.90% | – |
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% |