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 | $302,651 | -4.2% | 4,378 | +1.1% | 0.13% | -3.7% |
| Q2 2023 | $315,787 | +1.4% | 4,330 | -0.1% | 0.14% | -3.5% |
| Q1 2023 | $311,283 | +1.2% | 4,333 | -7.4% | 0.14% | -4.1% |
| Q4 2022 | $307,663 | +21.6% | 4,680 | +3.8% | 0.15% | +9.7% |
| Q3 2022 | $253,000 | -3.4% | 4,510 | +7.9% | 0.13% | 0.0% |
| Q2 2022 | $262,000 | -12.1% | 4,180 | +3.5% | 0.13% | -0.7% |
| Q1 2022 | $298,000 | +22.6% | 4,040 | +32.2% | 0.14% | +26.2% |
| Q4 2021 | $243,000 | -1.2% | 3,055 | +0.4% | 0.11% | -4.5% |
| Q3 2021 | $246,000 | – | 3,042 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |