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 | $1,928,727 | -5.2% | 27,900 | 0.0% | 0.98% | +5.7% |
| Q2 2023 | $2,034,747 | +1.5% | 27,900 | 0.0% | 0.93% | -7.5% |
| Q1 2023 | $2,004,336 | +4.1% | 27,900 | -4.8% | 1.01% | -5.9% |
| Q4 2022 | $1,926,182 | +15.9% | 29,300 | -1.0% | 1.07% | +16.6% |
| Q3 2022 | $1,662,000 | -30.4% | 29,609 | -22.2% | 0.92% | -45.9% |
| Q2 2022 | $2,387,000 | -14.3% | 38,040 | +0.8% | 1.70% | +17.5% |
| Q1 2022 | $2,784,000 | -11.8% | 37,753 | -5.0% | 1.44% | -7.4% |
| Q4 2021 | $3,157,000 | +23.0% | 39,732 | +21.3% | 1.56% | +11.7% |
| Q3 2021 | $2,566,000 | -1.5% | 32,743 | -0.0% | 1.40% | +4.0% |
| Q2 2021 | $2,605,000 | +6.0% | 32,747 | +1.1% | 1.34% | -5.0% |
| Q1 2021 | $2,457,000 | +8.0% | 32,378 | +3.9% | 1.41% | +5.9% |
| Q4 2020 | $2,275,000 | – | 31,151 | – | 1.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |