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 | $6,827,348 | -2.1% | 98,761 | +3.3% | 0.00% | 0.0% |
| Q2 2023 | $6,971,671 | -0.1% | 95,594 | -1.6% | 0.00% | -25.0% |
| Q1 2023 | $6,976,094 | -61.0% | 97,106 | -64.3% | 0.00% | -55.6% |
| Q4 2022 | $17,878,322 | +237.5% | 271,955 | +188.2% | 0.01% | +200.0% |
| Q3 2022 | $5,297,000 | -1.7% | 94,369 | +9.9% | 0.00% | 0.0% |
| Q2 2022 | $5,388,000 | -12.3% | 85,850 | +3.1% | 0.00% | +50.0% |
| Q1 2022 | $6,142,000 | -3.2% | 83,301 | +4.3% | 0.00% | 0.0% |
| Q4 2021 | $6,346,000 | +37.3% | 79,871 | +35.5% | 0.00% | 0.0% |
| Q3 2021 | $4,621,000 | -2.0% | 58,964 | -1.2% | 0.00% | 0.0% |
| Q2 2021 | $4,715,000 | +4.7% | 59,667 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $4,505,000 | +19.2% | 59,348 | +14.7% | 0.00% | 0.0% |
| Q4 2020 | $3,780,000 | +15.1% | 51,746 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $3,283,000 | +0.1% | 51,717 | +0.7% | 0.00% | 0.0% |
| Q2 2020 | $3,281,000 | – | 51,336 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |