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% | – |
Download | ||||||
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% |