ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 564 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $15,906,000 | +2.3% | 231,849 | -4.4% | 0.10% | -6.5% |
| Q3 2019 | $15,543,000 | +41.1% | 242,411 | +41.5% | 0.11% | +33.8% |
| Q2 2019 | $11,015,000 | +21.2% | 171,277 | +19.1% | 0.08% | +15.9% |
| Q1 2019 | $9,089,000 | +2749.2% | 143,863 | +2488.9% | 0.07% | +2200.0% |
| Q4 2018 | $319,000 | +62.8% | 5,557 | +87.6% | 0.00% | +50.0% |
| Q3 2018 | $196,000 | +13.3% | 2,962 | +15.4% | 0.00% | 0.0% |
| Q2 2018 | $173,000 | 0.0% | 2,566 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $173,000 | +158.2% | 2,566 | +156.6% | 0.00% | +100.0% |
| Q4 2017 | $67,000 | +139.3% | 1,000 | +137.0% | 0.00% | – |
| Q3 2017 | $28,000 | +3.7% | 422 | 0.0% | 0.00% | – |
| Q2 2017 | $27,000 | +8.0% | 422 | +2.4% | 0.00% | – |
| Q1 2017 | $25,000 | +47.1% | 412 | +32.1% | 0.00% | – |
| Q4 2016 | $17,000 | -5.6% | 312 | 0.0% | 0.00% | – |
| Q3 2016 | $18,000 | – | 312 | – | 0.00% | – |
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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% |