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 | $2,227,435 | -4.7% | 32,221 | +0.5% | 0.66% | +1.1% |
| Q2 2023 | $2,337,112 | -8.0% | 32,046 | -9.4% | 0.65% | -10.0% |
| Q1 2023 | $2,539,952 | +9.3% | 35,356 | +0.1% | 0.72% | +14.2% |
| Q4 2022 | $2,323,098 | +17.4% | 35,338 | +0.3% | 0.63% | +23.6% |
| Q3 2022 | $1,978,000 | +10.3% | 35,245 | +23.4% | 0.51% | +14.3% |
| Q2 2022 | $1,793,000 | -6.7% | 28,567 | +9.6% | 0.45% | +7.2% |
| Q1 2022 | $1,922,000 | 0.0% | 26,065 | +7.8% | 0.42% | +2.2% |
| Q4 2021 | $1,922,000 | +7.3% | 24,188 | +5.8% | 0.41% | +0.7% |
| Q3 2021 | $1,792,000 | +2.8% | 22,859 | +3.6% | 0.41% | +1.8% |
| Q2 2021 | $1,743,000 | +15.8% | 22,060 | +11.3% | 0.40% | +9.9% |
| Q1 2021 | $1,505,000 | +21.1% | 19,823 | +16.5% | 0.36% | +14.2% |
| Q4 2020 | $1,243,000 | +26.1% | 17,016 | +9.6% | 0.32% | +11.6% |
| Q3 2020 | $986,000 | +23.6% | 15,532 | +17.9% | 0.28% | +18.8% |
| Q2 2020 | $798,000 | +43.8% | 13,178 | +26.1% | 0.24% | +27.0% |
| Q1 2020 | $555,000 | +55.0% | 10,448 | +100.8% | 0.19% | +90.9% |
| Q4 2019 | $358,000 | +129.5% | 5,203 | +113.3% | 0.10% | +120.0% |
| Q3 2019 | $156,000 | +178.6% | 2,439 | +181.6% | 0.04% | +181.2% |
| Q2 2019 | $56,000 | +93.1% | 866 | +89.9% | 0.02% | +77.8% |
| Q1 2019 | $29,000 | – | 456 | – | 0.01% | – |
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% |