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 | $5,851,485 | -9.3% | 74,276 | -8.0% | 0.18% | -15.6% |
| Q1 2024 | $6,448,294 | +13.5% | 80,694 | +5.6% | 0.22% | +2.8% |
| Q4 2023 | $5,680,023 | +4.4% | 76,385 | -3.0% | 0.21% | -17.5% |
| Q3 2023 | $5,442,827 | -5.5% | 78,733 | -0.3% | 0.26% | -14.0% |
| Q2 2023 | $5,757,401 | +81.3% | 78,944 | +78.6% | 0.30% | +60.8% |
| Q1 2023 | $3,175,676 | +9.7% | 44,205 | +0.3% | 0.19% | -6.1% |
| Q4 2022 | $2,896,034 | +17.8% | 44,053 | +0.6% | 0.20% | +5.9% |
| Q3 2022 | $2,459,000 | +4.2% | 43,805 | +16.6% | 0.19% | +3.3% |
| Q2 2022 | $2,359,000 | -13.1% | 37,581 | +2.1% | 0.18% | -4.2% |
| Q1 2022 | $2,715,000 | +12.4% | 36,822 | +21.1% | 0.19% | +9.2% |
| Q4 2021 | $2,416,000 | +24.2% | 30,411 | +22.6% | 0.17% | +18.5% |
| Q3 2021 | $1,945,000 | +19.9% | 24,809 | +20.9% | 0.15% | +14.1% |
| Q2 2021 | $1,622,000 | +57.5% | 20,518 | +51.2% | 0.13% | +33.3% |
| Q1 2021 | $1,030,000 | +18.9% | 13,568 | +14.5% | 0.10% | +18.5% |
| Q4 2020 | $866,000 | – | 11,851 | – | 0.08% | – |
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% |