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 | $463,309 | -32.3% | 6,702 | -28.5% | 0.07% | -32.3% |
| Q2 2023 | $683,865 | +6.4% | 9,377 | +4.8% | 0.10% | -3.9% |
| Q1 2023 | $642,537 | +17.2% | 8,944 | +7.3% | 0.10% | +7.3% |
| Q4 2022 | $548,206 | +17.1% | 8,339 | -0.0% | 0.10% | -2.0% |
| Q3 2022 | $468,000 | -10.0% | 8,341 | +0.6% | 0.10% | -14.8% |
| Q2 2022 | $520,000 | +4.4% | 8,289 | +22.8% | 0.12% | +16.2% |
| Q1 2022 | $498,000 | -47.1% | 6,749 | -43.0% | 0.10% | -47.3% |
| Q4 2021 | $941,000 | +22.7% | 11,840 | +21.0% | 0.19% | +16.0% |
| Q3 2021 | $767,000 | +76.7% | 9,784 | +78.2% | 0.16% | +62.0% |
| Q2 2021 | $434,000 | +15.1% | 5,492 | +10.6% | 0.10% | +1.0% |
| Q1 2021 | $377,000 | -12.9% | 4,966 | -27.2% | 0.10% | -38.9% |
| Q3 2020 | $433,000 | – | 6,823 | – | 0.16% | – |
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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% |