ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,862,362 | +12.3% | 26,940 | +18.5% | 0.06% | +6.9% |
| Q2 2023 | $1,657,845 | -2.7% | 22,732 | -4.1% | 0.06% | -4.9% |
| Q1 2023 | $1,703,614 | +24.1% | 23,714 | +13.5% | 0.06% | +17.3% |
| Q4 2022 | $1,373,046 | +371.8% | 20,886 | +302.9% | 0.05% | +333.3% |
| Q3 2022 | $291,000 | -22.6% | 5,184 | -13.5% | 0.01% | -20.0% |
| Q2 2022 | $376,000 | +45.2% | 5,992 | +70.3% | 0.02% | +66.7% |
| Q1 2022 | $259,000 | +25.7% | 3,518 | +35.8% | 0.01% | +28.6% |
| Q4 2021 | $206,000 | +1.5% | 2,590 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $203,000 | -61.0% | 2,590 | -60.7% | 0.01% | -61.1% |
| Q2 2021 | $521,000 | +4.2% | 6,590 | 0.0% | 0.02% | -5.3% |
| Q1 2021 | $500,000 | – | 6,590 | – | 0.02% | – |
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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% |