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 | $577,064 | +65.2% | 7,325 | +67.5% | 0.03% | +61.1% |
| Q1 2024 | $349,367 | +5.8% | 4,372 | +0.0% | 0.02% | -5.3% |
| Q4 2023 | $330,185 | +24.2% | 4,371 | +13.7% | 0.02% | +18.8% |
| Q3 2023 | $265,870 | +165.3% | 3,846 | +179.9% | 0.02% | +166.7% |
| Q2 2023 | $100,201 | -7.1% | 1,374 | -8.5% | 0.01% | -14.3% |
| Q1 2023 | $107,832 | +394.1% | 1,501 | +352.1% | 0.01% | +250.0% |
| Q4 2022 | $21,826 | +14.9% | 332 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -5.0% | 332 | +6.8% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -13.0% | 311 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | 0.0% | 309 | +8.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +4.5% | 286 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | -4.3% | 285 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $23,000 | +1050.0% | 285 | +1087.5% | 0.00% | – |
| Q1 2021 | $2,000 | – | 24 | – | 0.00% | – |
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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% |