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 | $397,843 | -2.6% | 5,755 | +2.8% | 0.02% | 0.0% |
| Q2 2023 | $408,353 | +9.7% | 5,599 | +8.1% | 0.02% | 0.0% |
| Q1 2023 | $372,149 | -15.3% | 5,180 | -22.5% | 0.02% | -27.3% |
| Q4 2022 | $439,225 | +22.7% | 6,681 | +4.8% | 0.03% | +13.8% |
| Q3 2022 | $358,000 | +0.3% | 6,376 | +12.1% | 0.03% | +16.0% |
| Q2 2022 | $357,000 | -1.1% | 5,689 | +16.1% | 0.02% | -16.7% |
| Q1 2022 | $361,000 | +4.9% | 4,901 | +13.2% | 0.03% | 0.0% |
| Q4 2021 | $344,000 | +15.1% | 4,328 | +13.4% | 0.03% | +3.4% |
| Q3 2021 | $299,000 | +2.7% | 3,817 | +3.7% | 0.03% | -12.1% |
| Q2 2021 | $291,000 | +24.9% | 3,681 | +20.0% | 0.03% | -8.3% |
| Q1 2021 | $233,000 | – | 3,067 | – | 0.04% | – |
Download | ||||||
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% |