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 | $325 | -7.9% | 4,696 | -3.0% | 0.06% | -3.4% |
| Q2 2023 | $353 | -5.1% | 4,839 | -3.6% | 0.06% | -9.2% |
| Q1 2023 | $372 | +4.8% | 5,019 | -2.0% | 0.06% | +1.6% |
| Q4 2022 | $355 | -99.9% | 5,119 | -6.2% | 0.06% | -3.0% |
| Q3 2022 | $317,000 | -13.9% | 5,460 | -7.1% | 0.07% | -15.4% |
| Q2 2022 | $368,000 | -11.5% | 5,879 | +4.3% | 0.08% | -2.5% |
| Q1 2022 | $416,000 | -5.0% | 5,637 | +2.3% | 0.08% | -1.2% |
| Q4 2021 | $438,000 | +20.0% | 5,508 | +18.3% | 0.08% | +22.7% |
| Q3 2021 | $365,000 | +60.1% | 4,655 | +61.5% | 0.07% | +57.1% |
| Q2 2021 | $228,000 | +7.0% | 2,882 | +2.5% | 0.04% | 0.0% |
| Q1 2021 | $213,000 | +79.0% | 2,812 | +72.4% | 0.04% | +68.0% |
| Q4 2020 | $119,000 | +30.8% | 1,631 | +13.2% | 0.02% | +19.0% |
| Q3 2020 | $91,000 | +78.4% | 1,441 | +71.1% | 0.02% | +75.0% |
| Q2 2020 | $51,000 | +13.3% | 842 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $45,000 | -18.2% | 842 | +4.3% | 0.01% | -14.3% |
| Q4 2019 | $55,000 | +1.9% | 807 | -3.6% | 0.01% | -6.7% |
| Q3 2019 | $54,000 | +260.0% | 837 | +263.9% | 0.02% | +275.0% |
| Q2 2019 | $15,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | – | 230 | – | 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% |