ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 572 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,213,956 | -0.1% | 53,491 | +0.7% | 0.01% | 0.0% |
| Q1 2024 | $4,216,912 | +2.8% | 53,133 | -2.1% | 0.01% | -15.4% |
| Q4 2023 | $4,102,047 | +309.9% | 54,296 | +275.1% | 0.01% | +160.0% |
| Q3 2023 | $1,000,716 | -63.3% | 14,476 | -61.3% | 0.01% | -54.5% |
| Q2 2023 | $2,728,145 | +14.7% | 37,408 | +13.1% | 0.01% | +83.3% |
| Q1 2023 | $2,377,794 | +8.1% | 33,078 | -1.1% | 0.01% | -57.1% |
| Q4 2022 | $2,199,066 | +13.8% | 33,455 | -2.8% | 0.01% | -39.1% |
| Q3 2022 | $1,933,000 | -5.6% | 34,435 | +5.5% | 0.02% | 0.0% |
| Q2 2022 | $2,048,000 | -12.4% | 32,628 | +2.8% | 0.02% | -36.1% |
| Q1 2022 | $2,339,000 | +37.8% | 31,725 | +48.4% | 0.04% | +38.5% |
| Q4 2021 | $1,698,000 | +31.3% | 21,371 | +29.5% | 0.03% | -7.1% |
| Q3 2021 | $1,293,000 | +6.1% | 16,497 | +7.0% | 0.03% | +3.7% |
| Q2 2021 | $1,219,000 | +57.7% | 15,420 | +51.4% | 0.03% | +50.0% |
| Q1 2021 | $773,000 | +46.1% | 10,185 | +40.8% | 0.02% | +5.9% |
| Q4 2020 | $529,000 | – | 7,236 | – | 0.02% | – |
Download | ||||||
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% |