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 | $528,775 | -2.9% | 7,649 | +2.4% | 0.12% | +0.9% |
| Q2 2023 | $544,714 | -9.1% | 7,469 | -10.4% | 0.11% | -13.6% |
| Q1 2023 | $598,930 | +8.7% | 8,337 | -0.5% | 0.13% | +4.8% |
| Q4 2022 | $551,033 | +23.6% | 8,382 | +5.5% | 0.13% | +10.5% |
| Q3 2022 | $446,000 | -9.7% | 7,943 | +0.8% | 0.11% | -5.0% |
| Q2 2022 | $494,000 | -17.7% | 7,877 | -3.2% | 0.12% | -9.8% |
| Q1 2022 | $600,000 | +17.4% | 8,139 | +26.7% | 0.13% | +16.7% |
| Q4 2021 | $511,000 | +28.1% | 6,426 | +26.1% | 0.11% | +11.8% |
| Q3 2021 | $399,000 | +0.5% | 5,095 | +1.4% | 0.10% | -27.7% |
| Q2 2021 | $397,000 | +1.8% | 5,024 | -2.2% | 0.14% | -6.6% |
| Q1 2021 | $390,000 | +17.8% | 5,135 | +13.2% | 0.15% | +11.0% |
| Q4 2020 | $331,000 | +24.4% | 4,535 | +8.3% | 0.14% | +9.7% |
| Q3 2020 | $266,000 | +11.3% | 4,189 | +6.0% | 0.12% | +2.5% |
| Q2 2020 | $239,000 | – | 3,952 | – | 0.12% | – |
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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% |