ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $389 | +10.5% | 5,151 | +1.2% | 0.03% | 0.0% |
| Q3 2023 | $352 | -5.1% | 5,091 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $371 | -12.5% | 5,091 | -13.7% | 0.03% | -18.4% |
| Q1 2023 | $424 | +13.1% | 5,900 | +3.3% | 0.04% | +5.6% |
| Q4 2022 | $375 | -99.9% | 5,710 | -5.4% | 0.04% | +5.9% |
| Q3 2022 | $339,000 | -15.2% | 6,035 | -5.3% | 0.03% | -10.5% |
| Q2 2022 | $400,000 | -25.9% | 6,375 | -12.9% | 0.04% | -13.6% |
| Q1 2022 | $540,000 | -6.1% | 7,317 | +1.1% | 0.04% | +2.3% |
| Q4 2021 | $575,000 | +28.9% | 7,237 | +27.3% | 0.04% | +16.2% |
| Q3 2021 | $446,000 | +47.2% | 5,685 | +48.4% | 0.04% | +42.3% |
| Q2 2021 | $303,000 | +9.4% | 3,830 | +4.9% | 0.03% | 0.0% |
| Q1 2021 | $277,000 | +22.0% | 3,650 | +17.6% | 0.03% | +18.2% |
| Q4 2020 | $227,000 | – | 3,103 | – | 0.02% | – |
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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% |