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 | $8,512 | -3.7% | 123,130 | +1.6% | 6.62% | +5.0% |
| Q2 2023 | $8,837 | -7.0% | 121,170 | -8.4% | 6.31% | +0.3% |
| Q1 2023 | $9,502 | -99.9% | 132,270 | +9.8% | 6.29% | +23.2% |
| Q4 2022 | $7,919,303 | +31.0% | 120,464 | +11.9% | 5.11% | +14.8% |
| Q3 2022 | $6,043,000 | -6.8% | 107,662 | +4.2% | 4.45% | -2.5% |
| Q2 2022 | $6,485,000 | -11.1% | 103,327 | +4.4% | 4.56% | -7.4% |
| Q1 2022 | $7,296,000 | +65.5% | 98,953 | +78.4% | 4.92% | +47.5% |
| Q4 2021 | $4,408,000 | -9.5% | 55,476 | -10.7% | 3.34% | -15.1% |
| Q3 2021 | $4,871,000 | +16.6% | 62,142 | +17.6% | 3.93% | +8.0% |
| Q2 2021 | $4,176,000 | +17.9% | 52,840 | +13.2% | 3.64% | +12.3% |
| Q1 2021 | $3,542,000 | -3.7% | 46,662 | -7.4% | 3.24% | -9.7% |
| Q4 2020 | $3,679,000 | – | 50,374 | – | 3.59% | – |
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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% |