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 | $204,556 | -13.1% | 2,959 | -8.4% | 0.02% | -12.5% |
| Q2 2023 | $235,491 | -31.5% | 3,229 | -47.3% | 0.02% | -36.8% |
| Q3 2022 | $344,000 | -98.9% | 6,122 | -98.7% | 0.04% | -98.7% |
| Q2 2022 | $30,746,000 | +19.4% | 481,681 | +37.9% | 3.03% | +26.0% |
| Q1 2022 | $25,747,000 | -61.0% | 349,209 | -57.8% | 2.41% | -59.6% |
| Q4 2021 | $66,007,000 | +26.9% | 828,088 | +27.9% | 5.96% | +29.2% |
| Q3 2021 | $52,002,000 | +12.1% | 647,683 | +10.3% | 4.61% | -0.7% |
| Q2 2021 | $46,408,000 | +34.2% | 587,221 | +28.9% | 4.65% | +18.8% |
| Q1 2021 | $34,575,000 | – | 455,530 | – | 3.91% | – |
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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% |