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 | $42,248 | +0.4% | 536 | +1.9% | 0.00% | 0.0% |
| Q1 2024 | $42,067 | -5.1% | 526 | -10.4% | 0.00% | 0.0% |
| Q4 2023 | $44,351 | +32.5% | 587 | +21.3% | 0.00% | 0.0% |
| Q3 2023 | $33,472 | -5.2% | 484 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $35,311 | +0.7% | 484 | -0.8% | 0.00% | 0.0% |
| Q1 2023 | $35,080 | +4.4% | 488 | -4.5% | 0.00% | 0.0% |
| Q4 2022 | $33,613 | -4.0% | 511 | -17.3% | 0.00% | 0.0% |
| Q3 2022 | $35,000 | +40.0% | 618 | +55.7% | 0.00% | +33.3% |
| Q2 2022 | $25,000 | -10.7% | 397 | +2.8% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -9.7% | 386 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $31,000 | -6.1% | 386 | -9.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 424 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | +94.1% | 424 | +90.1% | 0.00% | +50.0% |
| Q1 2021 | $17,000 | +13.3% | 223 | +6.2% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +15.4% | 210 | +2.4% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 205 | +4.6% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | -20.0% | 196 | -28.2% | 0.00% | -33.3% |
| Q1 2020 | $15,000 | -16.7% | 273 | +2.6% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | – | 266 | – | 0.00% | – |
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% |