ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 561 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $306,390 | -69.0% | 4,056 | -71.6% | 0.02% | -70.1% |
Q3 2023 | $987,799 | -31.9% | 14,289 | -28.1% | 0.07% | -30.2% |
Q2 2023 | $1,450,359 | -0.9% | 19,887 | -2.3% | 0.10% | -3.0% |
Q1 2023 | $1,462,806 | +26.8% | 20,362 | +16.0% | 0.10% | +20.7% |
Q4 2022 | $1,153,803 | +19.6% | 17,551 | +2.1% | 0.08% | +15.5% |
Q3 2022 | $965,000 | +9.2% | 17,186 | +22.1% | 0.07% | +9.2% |
Q2 2022 | $884,000 | -21.2% | 14,078 | -7.5% | 0.06% | -14.5% |
Q1 2022 | $1,122,000 | -56.8% | 15,215 | -53.5% | 0.08% | -63.5% |
Q4 2021 | $2,600,000 | +2.4% | 32,722 | +1.1% | 0.21% | -6.3% |
Q3 2021 | $2,538,000 | +41.0% | 32,377 | +42.2% | 0.22% | +38.8% |
Q2 2021 | $1,800,000 | +31.3% | 22,773 | +26.1% | 0.16% | +16.8% |
Q1 2021 | $1,371,000 | +125.5% | 18,059 | +117.1% | 0.14% | +93.0% |
Q4 2020 | $608,000 | -53.9% | 8,318 | -60.0% | 0.07% | -59.7% |
Q3 2020 | $1,319,000 | +50.2% | 20,785 | +43.5% | 0.18% | +39.7% |
Q2 2020 | $878,000 | +55.7% | 14,485 | +36.5% | 0.13% | +41.6% |
Q1 2020 | $564,000 | +51.6% | 10,610 | +95.9% | 0.09% | +81.6% |
Q4 2019 | $372,000 | – | 5,416 | – | 0.05% | – |
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% |