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 | $307,084 | -20.7% | 4,442 | -16.3% | 0.06% | -19.1% |
| Q2 2023 | $387,192 | +39.2% | 5,309 | +37.1% | 0.07% | +30.8% |
| Q1 2023 | $278,203 | +6.4% | 3,873 | -2.6% | 0.05% | -50.9% |
| Q4 2022 | $261,415 | +24.5% | 3,977 | +19.1% | 0.11% | +29.3% |
| Q2 2022 | $210,000 | -13.2% | 3,340 | +1.3% | 0.08% | +6.5% |
| Q1 2022 | $242,000 | -7.6% | 3,297 | 0.0% | 0.08% | -6.1% |
| Q4 2021 | $262,000 | -6.8% | 3,297 | -7.7% | 0.08% | -17.2% |
| Q3 2021 | $281,000 | +2.9% | 3,571 | +3.4% | 0.10% | -1.0% |
| Q2 2021 | $273,000 | +5.8% | 3,454 | +1.8% | 0.10% | -2.0% |
| Q1 2021 | $258,000 | – | 3,394 | – | 0.10% | – |
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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% |