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 | $1,635,616 | -3.2% | 23,660 | +2.2% | 0.71% | +2.0% |
Q2 2023 | $1,689,059 | +3.8% | 23,160 | +2.2% | 0.70% | -2.2% |
Q1 2023 | $1,627,894 | +11.9% | 22,660 | +2.4% | 0.72% | +4.8% |
Q4 2022 | $1,454,169 | +28.8% | 22,120 | +10.0% | 0.68% | +17.4% |
Q3 2022 | $1,129,000 | -11.5% | 20,110 | -1.0% | 0.58% | -10.1% |
Q2 2022 | $1,275,000 | +13.9% | 20,310 | +33.8% | 0.65% | +36.0% |
Q1 2022 | $1,119,000 | +49.6% | 15,180 | +61.3% | 0.48% | +55.7% |
Q4 2021 | $748,000 | +5.9% | 9,410 | +4.4% | 0.30% | -3.8% |
Q3 2021 | $706,000 | +11.2% | 9,010 | +12.2% | 0.32% | +11.2% |
Q2 2021 | $635,000 | +21.4% | 8,030 | +16.5% | 0.28% | +14.5% |
Q1 2021 | $523,000 | +57.1% | 6,890 | +51.3% | 0.25% | +48.2% |
Q4 2020 | $333,000 | +20.7% | 4,555 | +4.8% | 0.17% | +5.7% |
Q3 2020 | $276,000 | +16.9% | 4,345 | +11.6% | 0.16% | +10.4% |
Q2 2020 | $236,000 | +15.1% | 3,895 | +1.0% | 0.14% | -3.4% |
Q1 2020 | $205,000 | – | 3,855 | – | 0.15% | – |
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% |