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 | $1,097,439 | -4.0% | 15,875 | +1.2% | 0.59% | -5.3% |
| Q2 2023 | $1,143,615 | -20.1% | 15,681 | -12.9% | 0.62% | -53.1% |
| Q1 2023 | $1,430,677 | +86.1% | 18,005 | +12853.2% | 1.33% | +141.6% |
| Q4 2022 | $768,698 | +17.2% | 139 | -98.8% | 0.55% | -1.6% |
| Q3 2022 | $656,000 | -22.0% | 11,693 | +33308.6% | 0.56% | -32.8% |
| Q2 2022 | $841,000 | -13.4% | 35 | -99.7% | 0.83% | -1.1% |
| Q1 2022 | $971,000 | -32.1% | 13,174 | -26.8% | 0.84% | -37.4% |
| Q4 2021 | $1,431,000 | – | 18,005 | – | 1.34% | – |
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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% |