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 | $4,659,374 | +8.3% | 59,144 | +9.8% | 1.24% | +0.9% |
Q1 2024 | $4,304,047 | +6.8% | 53,861 | +1.0% | 1.22% | +1.2% |
Q4 2023 | $4,030,148 | +20.2% | 53,351 | +10.0% | 1.21% | +15.6% |
Q3 2023 | $3,353,629 | -1.6% | 48,512 | +3.4% | 1.05% | +0.4% |
Q2 2023 | $3,407,213 | +26.8% | 46,912 | +28.9% | 1.04% | +32.8% |
Q1 2023 | $2,686,325 | +12.1% | 36,405 | -0.1% | 0.79% | +3.4% |
Q4 2022 | $2,395,500 | +15.8% | 36,439 | -1.1% | 0.76% | +6.1% |
Q3 2022 | $2,068,000 | -6.7% | 36,835 | +4.3% | 0.72% | -5.5% |
Q2 2022 | $2,217,000 | -14.7% | 35,324 | +0.2% | 0.76% | -8.3% |
Q1 2022 | $2,599,000 | +45.6% | 35,252 | +56.9% | 0.83% | +34.0% |
Q4 2021 | $1,785,000 | +53.6% | 22,466 | +51.5% | 0.62% | +36.8% |
Q3 2021 | $1,162,000 | +5.3% | 14,831 | +6.2% | 0.45% | -4.4% |
Q2 2021 | $1,103,000 | +19.6% | 13,961 | +14.9% | 0.47% | +18.9% |
Q1 2021 | $922,000 | +57.1% | 12,150 | +51.2% | 0.40% | +35.0% |
Q4 2020 | $587,000 | +187.7% | 8,035 | +152.0% | 0.29% | +127.9% |
Q3 2019 | $204,000 | +21.4% | 3,189 | +21.9% | 0.13% | +22.9% |
Q2 2019 | $168,000 | +29.2% | 2,616 | +26.8% | 0.10% | +20.7% |
Q1 2019 | $130,000 | +10.2% | 2,063 | 0.0% | 0.09% | -3.3% |
Q4 2018 | $118,000 | -3.3% | 2,063 | +12.0% | 0.09% | +12.5% |
Q3 2018 | $122,000 | +771.4% | 1,842 | +729.7% | 0.08% | +700.0% |
Q2 2018 | $14,000 | – | 222 | – | 0.01% | – |
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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% |