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 | $5,914,116 | +12.0% | 85,551 | +18.1% | 0.76% | +8.7% |
| Q2 2023 | $5,281,333 | +10.5% | 72,416 | +8.8% | 0.70% | -0.7% |
| Q1 2023 | $4,779,570 | +11.9% | 66,531 | +2.4% | 0.71% | +8.4% |
| Q4 2022 | $4,270,790 | +17.9% | 64,965 | +0.7% | 0.65% | -6.6% |
| Q3 2022 | $3,622,000 | +10.1% | 64,530 | +23.2% | 0.70% | +12.6% |
| Q2 2022 | $3,289,000 | +15.0% | 52,399 | +35.0% | 0.62% | +20.6% |
| Q1 2022 | $2,861,000 | +32.9% | 38,805 | +43.3% | 0.52% | +25.6% |
| Q4 2021 | $2,152,000 | +61.7% | 27,077 | +59.4% | 0.41% | +38.5% |
| Q3 2021 | $1,331,000 | – | 16,985 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |