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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $396,911 | +3.3% | 5,442 | +1.8% | 0.20% | -11.6% |
| Q1 2023 | $384,112 | +24.2% | 5,347 | +13.6% | 0.22% | +31.0% |
| Q4 2022 | $309,357 | +17.2% | 4,706 | +0.0% | 0.17% | -11.4% |
| Q3 2022 | $264,000 | -6.4% | 4,705 | +4.8% | 0.19% | +3.8% |
| Q2 2022 | $282,000 | -27.1% | 4,491 | -14.5% | 0.19% | -44.8% |
| Q1 2022 | $387,000 | -24.3% | 5,255 | -18.4% | 0.34% | +4.3% |
| Q4 2021 | $511,000 | +49.4% | 6,437 | +47.6% | 0.32% | -1.8% |
| Q3 2021 | $342,000 | +7.9% | 4,360 | +8.8% | 0.33% | +11.5% |
| Q2 2021 | $317,000 | +6.7% | 4,006 | +2.3% | 0.30% | -8.7% |
| Q1 2021 | $297,000 | +9.6% | 3,915 | +5.3% | 0.32% | -5.0% |
| Q4 2020 | $271,000 | – | 3,717 | – | 0.34% | – |
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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% |