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 | $3,219,938 | +3.2% | 46,578 | +8.8% | 1.12% | +4.6% |
| Q2 2023 | $3,121,040 | +1.5% | 42,795 | 0.0% | 1.07% | -2.6% |
| Q1 2023 | $3,074,393 | -24.7% | 42,795 | -31.1% | 1.10% | -31.6% |
| Q4 2022 | $4,080,482 | +6.7% | 62,070 | -8.9% | 1.60% | -0.5% |
| Q3 2022 | $3,823,000 | -52.4% | 68,104 | -46.8% | 1.61% | -47.7% |
| Q2 2022 | $8,034,000 | +78.6% | 128,014 | +109.9% | 3.08% | +87.3% |
| Q1 2022 | $4,498,000 | -7.2% | 61,002 | +0.0% | 1.64% | -0.9% |
| Q4 2021 | $4,847,000 | +2.3% | 61,001 | +0.9% | 1.66% | -6.5% |
| Q3 2021 | $4,739,000 | -1.7% | 60,465 | -0.9% | 1.77% | -5.1% |
| Q2 2021 | $4,821,000 | +3.3% | 61,005 | -0.7% | 1.87% | -45.0% |
| Q1 2021 | $4,665,000 | +3.9% | 61,465 | 0.0% | 3.40% | -3.5% |
| Q4 2020 | $4,489,000 | – | 61,465 | – | 3.52% | – |
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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% |