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 | 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% |