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 | $841,639 | -12.8% | 12,175 | -8.0% | 0.41% | -7.0% |
| Q2 2023 | $964,990 | +14.4% | 13,232 | +12.7% | 0.44% | +13.6% |
| Q1 2023 | $843,159 | +17.0% | 11,737 | +11.4% | 0.39% | +4.6% |
| Q4 2022 | $720,815 | +88.7% | 10,534 | +54.8% | 0.37% | +87.9% |
| Q3 2022 | $382,000 | -46.0% | 6,804 | -39.6% | 0.20% | -41.9% |
| Q2 2022 | $707,000 | +231.9% | 11,267 | +289.6% | 0.34% | +270.7% |
| Q1 2022 | $213,000 | – | 2,892 | – | 0.09% | – |
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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% |