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 | $50,000 | +37.3% | 635 | +39.3% | 0.02% | +40.0% |
| Q1 2024 | $36,411 | +9.4% | 456 | +3.4% | 0.02% | +15.4% |
| Q4 2023 | $33,286 | +66.0% | 441 | +52.1% | 0.01% | +8.3% |
| Q3 2023 | $20,050 | +29.0% | 290 | +36.2% | 0.01% | +50.0% |
| Q2 2023 | $15,537 | +3.4% | 213 | +1.9% | 0.01% | 0.0% |
| Q1 2023 | $15,019 | -50.0% | 209 | -54.3% | 0.01% | -52.9% |
| Q4 2022 | $30,042 | +15.5% | 457 | +0.4% | 0.02% | +6.2% |
| Q3 2022 | $26,000 | -10.3% | 455 | 0.0% | 0.02% | -5.9% |
| Q2 2022 | $29,000 | -43.1% | 455 | -33.6% | 0.02% | -41.4% |
| Q1 2022 | $51,000 | – | 685 | – | 0.03% | – |
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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% |