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 | $933,269 | -35.2% | 13,500 | -31.7% | 0.23% | -33.1% |
| Q2 2023 | $1,441,000 | +3.6% | 19,764 | +2.1% | 0.34% | -0.3% |
| Q1 2023 | $1,391,000 | +27.4% | 19,358 | +16.5% | 0.34% | +20.6% |
| Q4 2022 | $1,092,000 | +28.2% | 16,616 | +9.4% | 0.29% | +18.2% |
| Q3 2022 | $852,000 | -6.9% | 15,188 | +4.1% | 0.24% | -2.4% |
| Q2 2022 | $915,000 | +2.5% | 14,586 | +20.4% | 0.25% | +13.8% |
| Q1 2022 | $893,000 | -53.6% | 12,114 | -50.0% | 0.22% | -54.7% |
| Q4 2021 | $1,925,000 | +3.2% | 24,223 | +1.8% | 0.48% | -6.4% |
| Q3 2021 | $1,866,000 | +44.5% | 23,805 | +45.7% | 0.51% | +42.8% |
| Q2 2021 | $1,291,000 | +20.8% | 16,342 | +16.0% | 0.36% | +7.1% |
| Q1 2021 | $1,069,000 | +347.3% | 14,088 | +331.0% | 0.34% | +309.8% |
| Q4 2020 | $239,000 | -67.0% | 3,269 | -71.4% | 0.08% | -70.8% |
| Q3 2020 | $725,000 | – | 11,419 | – | 0.28% | – |
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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% |