ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |