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 | $822,785 | -5.2% | 11,902 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $868,013 | -1.5% | 11,902 | -3.0% | 0.01% | -9.1% |
| Q1 2023 | $881,261 | +128.1% | 12,267 | +108.7% | 0.01% | +120.0% |
| Q4 2022 | $386,354 | +17.1% | 5,877 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $330,000 | -10.6% | 5,877 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $369,000 | -10.2% | 5,877 | +5.4% | 0.01% | 0.0% |
| Q1 2022 | $411,000 | -7.2% | 5,575 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $443,000 | +1.4% | 5,575 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $437,000 | -39.0% | 5,575 | +14.1% | 0.01% | +25.0% |
| Q2 2021 | $716,000 | +127.3% | 4,888 | +17.9% | 0.00% | 0.0% |
| Q1 2021 | $315,000 | +27.0% | 4,147 | +21.9% | 0.00% | 0.0% |
| Q4 2020 | $248,000 | +15.9% | 3,402 | +1.0% | 0.00% | +33.3% |
| Q3 2020 | $214,000 | – | 3,367 | – | 0.00% | – |
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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% |