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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,397 | +1.5% | 74,000 | 0.0% | 0.77% | +4.8% |
| Q1 2023 | $5,316 | +9.3% | 74,000 | 0.0% | 0.73% | +21.1% |
| Q4 2022 | $4,865 | -99.9% | 74,000 | 0.0% | 0.61% | +16.1% |
| Q3 2022 | $4,154,000 | -10.6% | 74,000 | 0.0% | 0.52% | -9.7% |
| Q2 2022 | $4,644,000 | -14.9% | 74,000 | 0.0% | 0.58% | +1.8% |
| Q1 2022 | $5,456,000 | -7.2% | 74,000 | 0.0% | 0.57% | -3.7% |
| Q4 2021 | $5,880,000 | +1.4% | 74,000 | 0.0% | 0.59% | -2.6% |
| Q3 2021 | $5,800,000 | -0.8% | 74,000 | 0.0% | 0.61% | -8.3% |
| Q2 2021 | $5,848,000 | +4.1% | 74,000 | 0.0% | 0.66% | -7.3% |
| Q1 2021 | $5,617,000 | -50.1% | 74,000 | -51.9% | 0.71% | -54.1% |
| Q4 2020 | $11,248,000 | -92.7% | 154,000 | +1475.3% | 1.56% | -78.3% |
| Q3 2020 | $154,000,000 | +5055.7% | 9,776 | -77.5% | 7.18% | +994.4% |
| Q4 2019 | $2,987,000 | – | 43,459 | – | 0.66% | – |
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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% |