ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,960,389 | -5.2% | 28,358 | 0.0% | 0.89% | -12.2% |
Q2 2023 | $2,068,149 | +1.5% | 28,358 | 0.0% | 1.02% | -3.6% |
Q1 2023 | $2,037,239 | +409.5% | 28,358 | +366.3% | 1.06% | +400.0% |
Q4 2022 | $399,831 | -48.4% | 6,082 | -56.0% | 0.21% | -50.5% |
Q3 2022 | $775,000 | -10.6% | 13,809 | 0.0% | 0.43% | -1.4% |
Q2 2022 | $867,000 | -14.8% | 13,809 | 0.0% | 0.43% | +3.1% |
Q1 2022 | $1,018,000 | – | 13,809 | – | 0.42% | – |
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% |