ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $831,357 | +29.6% | 12,026 | +36.7% | 0.03% | -39.1% |
| Q2 2023 | $641,492 | -7.1% | 8,796 | -8.5% | 0.05% | -11.5% |
| Q1 2023 | $690,885 | -68.7% | 9,617 | -71.4% | 0.05% | -71.4% |
| Q4 2022 | $2,207,746 | +21.2% | 33,583 | +3.4% | 0.18% | +5.8% |
| Q3 2022 | $1,822,000 | -13.1% | 32,466 | -2.8% | 0.17% | -10.9% |
| Q2 2022 | $2,096,000 | +45.8% | 33,400 | +71.3% | 0.19% | +72.3% |
| Q1 2022 | $1,438,000 | +0.8% | 19,497 | +8.6% | 0.11% | +7.7% |
| Q4 2021 | $1,426,000 | – | 17,949 | – | 0.10% | – |
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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% |