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 | $19,052,817 | +67.3% | 275,609 | +76.5% | 0.00% | +100.0% |
| Q2 2023 | $11,387,089 | -7.7% | 156,137 | -9.1% | 0.00% | 0.0% |
| Q1 2023 | $12,336,686 | +267.4% | 171,724 | +236.2% | 0.00% | – |
| Q4 2022 | $3,358,032 | +213.2% | 51,081 | +167.4% | 0.00% | – |
| Q3 2022 | $1,072,000 | +335.8% | 19,106 | +386.4% | 0.00% | – |
| Q2 2022 | $246,000 | -53.9% | 3,928 | -45.8% | 0.00% | – |
| Q1 2022 | $534,000 | -12.0% | 7,251 | -5.1% | 0.00% | – |
| Q4 2021 | $607,000 | +833.8% | 7,644 | +817.6% | 0.00% | – |
| Q3 2021 | $65,000 | +4.8% | 833 | +6.1% | 0.00% | – |
| Q2 2021 | $62,000 | +244.4% | 785 | +236.9% | 0.00% | – |
| Q1 2021 | $18,000 | +20.0% | 233 | +9.4% | 0.00% | – |
| Q4 2020 | $15,000 | +650.0% | 213 | +610.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -66.7% | 30 | -66.3% | 0.00% | – |
| Q4 2019 | $6,000 | +500.0% | 89 | +641.7% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -50.0% | 12 | -58.6% | 0.00% | – |
| Q1 2019 | $2,000 | – | 29 | +2800.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
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% |