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 | $557,891 | -20.1% | 8,070 | -15.8% | 0.01% | -20.0% |
| Q2 2023 | $698,663 | -1.0% | 9,580 | -2.5% | 0.02% | -11.8% |
| Q1 2023 | $705,625 | +111.7% | 9,822 | +93.7% | 0.02% | +70.0% |
| Q4 2022 | $333,335 | -32.2% | 5,070 | -42.2% | 0.01% | -44.4% |
| Q3 2022 | $492,000 | +132.1% | 8,773 | +205.1% | 0.02% | +125.0% |
| Q1 2022 | $212,000 | -7.0% | 2,875 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $228,000 | +208.1% | 2,872 | +149.3% | 0.01% | +33.3% |
| Q2 2019 | $74,000 | +29.8% | 1,152 | +28.0% | 0.01% | -25.0% |
| Q1 2019 | $57,000 | – | 900 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 338,787 | $23,420,354 | 16.89% |
| Dunhill Financial, LLC | 318,114 | $22,147,068 | 13.97% |
| Forefront Analytics, LLC | 344,925 | $23,844,842 | 13.52% |
| High Note Wealth, LLC | 239,807 | $16,577,877 | 6.85% |
| Laurel Wealth Planning LLC | 123,130 | $8,512 | 6.62% |
| SPINNAKER TRUST | 1,166,204 | $80,619,683 | 6.07% |
| Financial Network Wealth Management LLC | 163,350 | $11,127 | 5.43% |
| Shira Ridge Wealth Management | 100,446 | $6,943,847 | 4.56% |
| Bond & Devick Financial Network, Inc. | 101,025 | $6,983,866 | 4.49% |
| Ellevest, Inc. | 733,218 | $50,687,357 | 3.90% |