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 | $440,065 | -1.4% | 5,586 | 0.0% | 0.01% | +10.0% |
| Q1 2024 | $446,377 | -29.1% | 5,586 | -32.9% | 0.01% | -33.3% |
| Q4 2023 | $629,248 | +2.5% | 8,330 | -6.2% | 0.02% | +15.4% |
| Q3 2023 | $613,874 | +7.9% | 8,880 | +13.8% | 0.01% | +30.0% |
| Q2 2023 | $568,927 | +1.3% | 7,801 | -0.3% | 0.01% | +25.0% |
| Q1 2023 | $561,861 | +89.9% | 7,821 | +73.8% | 0.01% | +100.0% |
| Q4 2022 | $295,830 | +7.2% | 4,500 | +2.3% | 0.00% | 0.0% |
| Q2 2022 | $276,000 | – | 4,400 | – | 0.00% | – |
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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% |