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 | $267,687 | +4.7% | 3,872 | +10.5% | 0.26% | +7.7% |
| Q2 2023 | $255,636 | +21.7% | 3,505 | +19.9% | 0.25% | +8.4% |
| Q1 2023 | $210,060 | +7.1% | 2,924 | -2.0% | 0.23% | -9.2% |
| Q4 2022 | $196,102 | +10.2% | 2,983 | -5.9% | 0.25% | +3.3% |
| Q3 2022 | $178,000 | -3.3% | 3,169 | +8.2% | 0.24% | +0.8% |
| Q2 2022 | $184,000 | -44.9% | 2,928 | -35.4% | 0.24% | -43.1% |
| Q1 2022 | $334,000 | +14.8% | 4,531 | +23.7% | 0.42% | +51.8% |
| Q4 2021 | $291,000 | – | 3,664 | – | 0.28% | – |
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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% |