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 | $256,887 | +22.0% | 3,716 | +28.7% | 0.00% | +33.3% |
| Q2 2023 | $210,622 | -87.8% | 2,888 | -86.7% | 0.00% | -88.9% |
| Q4 2021 | $1,720,000 | +29.9% | 21,648 | +28.2% | 0.03% | +17.4% |
| Q3 2021 | $1,324,000 | +13.6% | 16,889 | +14.6% | 0.02% | +15.0% |
| Q2 2021 | $1,165,000 | +18.8% | 14,736 | +14.0% | 0.02% | -4.8% |
| Q1 2021 | $981,000 | +117.5% | 12,924 | +109.2% | 0.02% | +110.0% |
| Q4 2020 | $451,000 | -37.4% | 6,179 | -45.6% | 0.01% | -47.4% |
| Q3 2020 | $721,000 | +25.8% | 11,353 | +20.0% | 0.02% | +18.8% |
| Q2 2020 | $573,000 | +113.0% | 9,458 | +86.9% | 0.02% | +60.0% |
| Q1 2020 | $269,000 | – | 5,060 | – | 0.01% | – |
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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% |