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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572,120 | +0.9% | 8,276 | +6.5% | 0.03% | 0.0% |
| Q2 2023 | $566,885 | -8.3% | 7,773 | -9.7% | 0.03% | -10.3% |
| Q1 2023 | $618,111 | +88836.8% | 8,604 | -18.6% | 0.03% | -6.5% |
| Q4 2022 | $695 | -99.9% | 10,571 | +3.3% | 0.03% | +14.8% |
| Q3 2022 | $574,000 | +17.6% | 10,235 | +31.6% | 0.03% | +28.6% |
| Q2 2022 | $488,000 | -71.0% | 7,780 | -65.9% | 0.02% | -64.4% |
| Q1 2022 | $1,684,000 | -8.4% | 22,840 | -1.3% | 0.06% | 0.0% |
| Q4 2021 | $1,839,000 | +12.1% | 23,144 | +10.6% | 0.06% | +78.8% |
| Q3 2021 | $1,641,000 | +159.2% | 20,935 | +161.3% | 0.03% | +37.5% |
| Q2 2021 | $633,000 | -40.3% | 8,011 | -42.7% | 0.02% | -44.2% |
| Q1 2021 | $1,061,000 | – | 13,976 | – | 0.04% | – |
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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% |