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 | $28,425,703 | -5.5% | 411,192 | -0.3% | 0.31% | -2.8% |
| Q2 2023 | $30,087,272 | +0.8% | 412,550 | -0.7% | 0.32% | -5.4% |
| Q1 2023 | $29,857,925 | +10.1% | 415,617 | +0.7% | 0.34% | +5.0% |
| Q4 2022 | $27,130,043 | +15.8% | 412,687 | -1.1% | 0.32% | +4.2% |
| Q3 2022 | $23,420,000 | -10.5% | 417,239 | +0.1% | 0.31% | -6.7% |
| Q2 2022 | $26,167,000 | -11.8% | 416,930 | +3.6% | 0.33% | +1.9% |
| Q1 2022 | $29,677,000 | -2.2% | 402,510 | +5.5% | 0.32% | 0.0% |
| Q4 2021 | $30,330,000 | +13.2% | 381,704 | +11.7% | 0.32% | +3.9% |
| Q3 2021 | $26,786,000 | +7.8% | 341,751 | +8.7% | 0.31% | +6.9% |
| Q2 2021 | $24,839,000 | +17.5% | 314,294 | +12.8% | 0.29% | +7.8% |
| Q1 2021 | $21,141,000 | +18.8% | 278,543 | +14.3% | 0.27% | -0.7% |
| Q4 2020 | $17,795,000 | +33.0% | 243,636 | +15.6% | 0.27% | +16.7% |
| Q3 2020 | $13,378,000 | +15.1% | 210,749 | +9.8% | 0.23% | +7.4% |
| Q2 2020 | $11,623,000 | +23.3% | 191,863 | +8.2% | 0.22% | +17.9% |
| Q1 2020 | $9,429,000 | +2.3% | 177,372 | +32.3% | 0.18% | +23.5% |
| Q4 2019 | $9,217,000 | +41.5% | 134,078 | +32.0% | 0.15% | +27.4% |
| Q3 2019 | $6,512,000 | +17.4% | 101,556 | +17.7% | 0.12% | +13.6% |
| Q2 2019 | $5,547,000 | +19.9% | 86,252 | +17.8% | 0.10% | +30.4% |
| Q1 2019 | $4,625,000 | +30.4% | 73,210 | +18.4% | 0.08% | +14.5% |
| Q4 2018 | $3,547,000 | +17.3% | 61,817 | +35.4% | 0.07% | +27.8% |
| Q3 2018 | $3,023,000 | +26.4% | 45,651 | +24.3% | 0.05% | +14.9% |
| Q2 2018 | $2,391,000 | +58.2% | 36,715 | +63.6% | 0.05% | +51.6% |
| Q1 2018 | $1,511,000 | +609.4% | 22,444 | +614.3% | 0.03% | +675.0% |
| Q4 2017 | $213,000 | – | 3,142 | – | 0.00% | – |
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% |