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 | $447,271 | +7.7% | 6,470 | +13.6% | 0.08% | +12.3% |
| Q2 2023 | $415,263 | +5.4% | 5,694 | +3.9% | 0.07% | -15.1% |
| Q1 2023 | $393,827 | -36.9% | 5,482 | -42.2% | 0.09% | -36.3% |
| Q4 2022 | $623,938 | +69.1% | 9,491 | +44.5% | 0.14% | +31.1% |
| Q3 2022 | $369,000 | -7.5% | 6,569 | +3.2% | 0.10% | -4.6% |
| Q2 2022 | $399,000 | -3.9% | 6,365 | +13.0% | 0.11% | +0.9% |
| Q1 2022 | $415,000 | -0.5% | 5,633 | +7.3% | 0.11% | -50.2% |
| Q4 2021 | $417,000 | +18.1% | 5,252 | +16.6% | 0.22% | +7.5% |
| Q3 2021 | $353,000 | +5.4% | 4,505 | +7.0% | 0.20% | +1.5% |
| Q2 2021 | $335,000 | +21.8% | 4,211 | +16.1% | 0.20% | +10.7% |
| Q1 2021 | $275,000 | +31.6% | 3,626 | +26.8% | 0.18% | +21.1% |
| Q4 2020 | $209,000 | – | 2,860 | – | 0.15% | – |
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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% |