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 | $27,906,992 | -5.7% | 354,240 | -4.3% | 0.74% | -5.0% |
| Q1 2024 | $29,592,831 | +22.8% | 370,327 | +16.1% | 0.78% | -0.5% |
| Q4 2023 | $24,088,950 | +19.0% | 318,890 | +8.9% | 0.78% | +3.7% |
| Q3 2023 | $20,244,034 | +5.1% | 292,840 | +10.8% | 0.75% | +3.6% |
| Q2 2023 | $19,268,184 | +12.3% | 264,201 | +10.6% | 0.73% | +1.3% |
| Q1 2023 | $17,160,666 | +32.8% | 238,873 | +21.5% | 0.72% | +16.3% |
| Q4 2022 | $12,923,984 | +4.3% | 196,592 | -11.0% | 0.62% | -5.8% |
| Q3 2022 | $12,393,000 | +37.2% | 220,796 | +53.4% | 0.66% | +38.1% |
| Q2 2022 | $9,034,000 | -8.7% | 143,943 | +7.2% | 0.48% | +3.9% |
| Q1 2022 | $9,897,000 | +29.0% | 134,239 | +39.1% | 0.46% | +32.5% |
| Q4 2021 | $7,671,000 | +16.5% | 96,539 | +14.9% | 0.34% | +3.0% |
| Q3 2021 | $6,587,000 | +1.2% | 84,035 | +2.0% | 0.34% | -2.9% |
| Q2 2021 | $6,511,000 | +8.6% | 82,386 | +4.2% | 0.34% | -0.9% |
| Q1 2021 | $5,998,000 | +11.3% | 79,030 | +7.1% | 0.35% | +3.3% |
| Q4 2020 | $5,387,000 | +17.3% | 73,758 | +2.0% | 0.34% | -2.0% |
| Q3 2020 | $4,591,000 | +13.5% | 72,324 | +8.3% | 0.34% | -1.4% |
| Q2 2020 | $4,045,000 | +59.6% | 66,768 | +40.0% | 0.35% | +24.6% |
| Q1 2020 | $2,535,000 | +140.1% | 47,682 | +210.5% | 0.28% | +174.5% |
| Q4 2019 | $1,056,000 | +67.6% | 15,358 | +56.3% | 0.10% | +52.2% |
| Q3 2019 | $630,000 | -32.5% | 9,825 | -32.4% | 0.07% | -36.2% |
| Q2 2019 | $934,000 | +2.3% | 14,525 | +0.6% | 0.10% | -0.9% |
| Q1 2019 | $913,000 | +10.1% | 14,445 | 0.0% | 0.11% | -1.9% |
| Q4 2018 | $829,000 | +56.4% | 14,445 | +80.6% | 0.11% | +54.3% |
| Q3 2018 | $530,000 | +1.7% | 8,000 | 0.0% | 0.07% | -9.1% |
| Q2 2018 | $521,000 | – | 8,000 | – | 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% |