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 | $6,516,821 | -5.6% | 94,269 | -0.4% | 2.59% | -1.0% |
| Q2 2023 | $6,901,663 | -3.0% | 94,634 | -2.9% | 2.62% | -8.9% |
| Q1 2023 | $7,114,471 | +11.3% | 97,432 | +0.2% | 2.87% | +3.5% |
| Q4 2022 | $6,391,033 | +18.5% | 97,217 | +1.1% | 2.77% | +10.5% |
| Q3 2022 | $5,395,000 | -8.6% | 96,121 | +2.3% | 2.51% | -4.2% |
| Q2 2022 | $5,900,000 | -10.9% | 94,005 | +4.7% | 2.62% | +7.5% |
| Q1 2022 | $6,622,000 | -7.6% | 89,811 | -0.4% | 2.44% | -4.7% |
| Q4 2021 | $7,167,000 | – | 90,193 | – | 2.56% | – |
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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% |