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 | $2,648,578 | +5.5% | 38,313 | +11.3% | 0.08% | +8.6% |
| Q2 2023 | $2,511,272 | +7.2% | 34,434 | +5.6% | 0.07% | +1.4% |
| Q1 2023 | $2,343,279 | +12.1% | 32,618 | +2.6% | 0.07% | +7.8% |
| Q4 2022 | $2,089,677 | +17.0% | 31,787 | -0.1% | 0.06% | +4.9% |
| Q3 2022 | $1,786,000 | -16.8% | 31,828 | -7.0% | 0.06% | -14.1% |
| Q2 2022 | $2,147,000 | -4.2% | 34,219 | +12.6% | 0.07% | +10.9% |
| Q1 2022 | $2,241,000 | +341.1% | 30,387 | +375.5% | 0.06% | +357.1% |
| Q4 2021 | $508,000 | +326.9% | 6,390 | +319.6% | 0.01% | +250.0% |
| Q3 2021 | $119,000 | +95.1% | 1,523 | +98.6% | 0.00% | +100.0% |
| Q2 2021 | $61,000 | – | 767 | – | 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% |