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 | $332,491,801 | -4.1% | 4,809,658 | +1.2% | 0.03% | 0.0% |
| Q2 2023 | $346,769,559 | +3.5% | 4,754,826 | +1.9% | 0.03% | -5.6% |
| Q1 2023 | $335,070,668 | +5.8% | 4,664,123 | -3.1% | 0.04% | 0.0% |
| Q4 2022 | $316,582,236 | +17.0% | 4,815,671 | -0.1% | 0.04% | -2.7% |
| Q3 2022 | $270,559,000 | -12.2% | 4,820,222 | -1.9% | 0.04% | -7.5% |
| Q2 2022 | $308,284,000 | -12.9% | 4,912,097 | +2.4% | 0.04% | -16.7% |
| Q1 2022 | $353,812,000 | +7.3% | 4,798,748 | +15.7% | 0.05% | +17.1% |
| Q4 2021 | $329,655,000 | +13.7% | 4,148,691 | +12.1% | 0.04% | +5.1% |
| Q3 2021 | $289,957,000 | +9.5% | 3,699,366 | +10.4% | 0.04% | +11.4% |
| Q2 2021 | $264,802,000 | +19.6% | 3,350,649 | +14.9% | 0.04% | +6.1% |
| Q1 2021 | $221,400,000 | +11.3% | 2,916,999 | +7.1% | 0.03% | +6.5% |
| Q4 2020 | $199,003,000 | +35.4% | 2,724,577 | +17.7% | 0.03% | +10.7% |
| Q3 2020 | $146,977,000 | +1.3% | 2,315,335 | -3.3% | 0.03% | -12.5% |
| Q2 2020 | $145,047,000 | +29.4% | 2,394,317 | +13.5% | 0.03% | +6.7% |
| Q1 2020 | $112,109,000 | +139.1% | 2,108,901 | +209.1% | 0.03% | +172.7% |
| Q4 2019 | $46,895,000 | +28.1% | 682,198 | +19.5% | 0.01% | +10.0% |
| Q3 2019 | $36,605,000 | +7.4% | 570,874 | +7.7% | 0.01% | +11.1% |
| Q2 2019 | $34,091,000 | +17.9% | 530,105 | +15.8% | 0.01% | +12.5% |
| Q1 2019 | $28,915,000 | +68.0% | 457,663 | +52.5% | 0.01% | +60.0% |
| Q4 2018 | $17,216,000 | +2.7% | 300,030 | +18.5% | 0.01% | +25.0% |
| Q3 2018 | $16,769,000 | +71.2% | 253,249 | +68.4% | 0.00% | +33.3% |
| Q2 2018 | $9,793,000 | +63.9% | 150,364 | +69.4% | 0.00% | +50.0% |
| Q1 2018 | $5,976,000 | +158.0% | 88,778 | +160.0% | 0.00% | +100.0% |
| Q4 2017 | $2,316,000 | +44.3% | 34,149 | +41.0% | 0.00% | – |
| Q3 2017 | $1,605,000 | – | 24,220 | – | 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% |