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 | $49,663 | +9.0% | 718,401 | +15.0% | 0.19% | +4.4% |
| Q2 2023 | $45,548 | +10.3% | 624,545 | +8.7% | 0.18% | -3.2% |
| Q1 2023 | $41,280 | +50.4% | 574,614 | +37.6% | 0.19% | +36.5% |
| Q4 2022 | $27,454 | -99.9% | 417,611 | +14.4% | 0.14% | +12.3% |
| Q3 2022 | $20,482,000 | +4.0% | 364,906 | +16.3% | 0.12% | +0.8% |
| Q2 2022 | $19,691,000 | +3.4% | 313,744 | +21.5% | 0.12% | +8.0% |
| Q1 2022 | $19,042,000 | +12.7% | 258,268 | +21.4% | 0.11% | +7.7% |
| Q4 2021 | $16,902,000 | +40.3% | 212,712 | +38.4% | 0.10% | +23.8% |
| Q3 2021 | $12,043,000 | +6.6% | 153,653 | +7.5% | 0.08% | -3.4% |
| Q2 2021 | $11,297,000 | +35.1% | 142,947 | +29.7% | 0.09% | +14.5% |
| Q1 2021 | $8,363,000 | +18.1% | 110,180 | +13.7% | 0.08% | -13.6% |
| Q4 2020 | $7,079,000 | +37.0% | 96,922 | +19.0% | 0.09% | +12.8% |
| Q3 2020 | $5,168,000 | +66.1% | 81,418 | +58.5% | 0.08% | +36.8% |
| Q2 2020 | $3,112,000 | +8.6% | 51,367 | -4.7% | 0.06% | -9.5% |
| Q1 2020 | $2,866,000 | -19.4% | 53,919 | +4.2% | 0.06% | -11.3% |
| Q4 2019 | $3,558,000 | +61.3% | 51,758 | +50.4% | 0.07% | +36.5% |
| Q3 2019 | $2,206,000 | +63.2% | 34,412 | +63.6% | 0.05% | +44.4% |
| Q2 2019 | $1,352,000 | -40.6% | 21,029 | -43.3% | 0.04% | -26.5% |
| Q1 2019 | $2,277,000 | – | 37,109 | – | 0.05% | – |
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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% |