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 | $1,208,482 | -10.6% | 17,481 | -5.7% | 0.38% | -10.7% |
| Q2 2023 | $1,351,971 | +30.7% | 18,538 | +17.8% | 0.43% | +16.6% |
| Q1 2023 | $1,034,685 | +0.0% | 15,739 | 0.0% | 0.37% | 0.0% |
| Q4 2022 | $1,034,680 | -15.3% | 15,739 | -19.1% | 0.37% | -26.3% |
| Q3 2022 | $1,221,000 | +0.4% | 19,455 | +0.4% | 0.50% | -13.8% |
| Q2 2022 | $1,216,000 | +3.1% | 19,378 | +21.2% | 0.58% | +42.3% |
| Q1 2022 | $1,179,000 | +22.7% | 15,995 | +32.2% | 0.41% | +21.1% |
| Q4 2021 | $961,000 | – | 12,098 | – | 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% |