ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 561 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,833,476 | -5.9% | 162,903 | -4.6% | 0.19% | -9.1% |
| Q1 2024 | $13,642,133 | +3.1% | 170,719 | -2.5% | 0.21% | -5.0% |
| Q4 2023 | $13,228,090 | +7.5% | 175,114 | -1.7% | 0.22% | -5.6% |
| Q3 2023 | $12,310,098 | -5.4% | 178,072 | -0.2% | 0.23% | -1.7% |
| Q2 2023 | $13,019,152 | +4343.4% | 178,516 | +3721.0% | 0.24% | +1585.7% |
| Q2 2022 | $293,000 | – | 4,672 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |