ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,454,720 | +18.9% | 32,496 | +8.8% | 0.68% | +5.9% |
| Q3 2023 | $2,065,013 | -4.0% | 29,871 | +1.3% | 0.64% | -3.6% |
| Q2 2023 | $2,151,030 | +15.9% | 29,494 | +14.2% | 0.67% | +8.5% |
| Q1 2023 | $1,856,175 | +15.4% | 25,835 | +5.6% | 0.61% | +9.1% |
| Q4 2022 | $1,608,501 | -29.2% | 24,468 | -39.5% | 0.56% | -34.9% |
| Q3 2022 | $2,271,000 | +4.2% | 40,458 | +16.5% | 0.86% | +9.9% |
| Q2 2022 | $2,179,000 | -13.4% | 34,727 | +1.7% | 0.79% | -1.1% |
| Q1 2022 | $2,516,000 | -3.6% | 34,130 | +4.1% | 0.80% | +0.6% |
| Q4 2021 | $2,610,000 | -1.2% | 32,799 | -2.7% | 0.79% | -4.1% |
| Q3 2021 | $2,642,000 | +9.4% | 33,712 | +10.3% | 0.82% | +7.1% |
| Q2 2021 | $2,415,000 | +34.2% | 30,552 | +28.8% | 0.77% | +24.0% |
| Q1 2021 | $1,800,000 | +26.3% | 23,713 | +21.5% | 0.62% | +16.3% |
| Q4 2020 | $1,425,000 | +44.2% | 19,517 | +25.4% | 0.53% | +22.8% |
| Q3 2020 | $988,000 | +67.2% | 15,565 | +59.6% | 0.44% | +58.2% |
| Q2 2020 | $591,000 | +56.3% | 9,754 | +37.1% | 0.28% | +34.1% |
| Q1 2020 | $378,000 | +40.5% | 7,115 | +81.5% | 0.20% | +70.8% |
| Q4 2019 | $269,000 | – | 3,920 | – | 0.12% | – |
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% |