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 | $1,933,062 | +3.6% | 27,963 | +9.3% | 1.50% | +8.7% |
| Q2 2023 | $1,866,549 | +14.3% | 25,594 | +12.6% | 1.38% | +4.7% |
| Q1 2023 | $1,633,189 | +2.7% | 22,734 | -6.0% | 1.31% | -2.6% |
| Q4 2022 | $1,590,494 | -13.4% | 24,194 | -26.0% | 1.35% | -28.5% |
| Q3 2022 | $1,836,000 | -6.2% | 32,715 | +4.9% | 1.89% | -1.0% |
| Q2 2022 | $1,957,000 | -10.4% | 31,186 | +5.3% | 1.91% | +2.6% |
| Q1 2022 | $2,183,000 | +26.4% | 29,604 | +36.2% | 1.86% | +55.0% |
| Q4 2021 | $1,727,000 | +18.9% | 21,736 | +17.2% | 1.20% | +17.4% |
| Q3 2021 | $1,453,000 | +23.1% | 18,541 | +24.1% | 1.02% | +22.3% |
| Q2 2021 | $1,180,000 | +34.7% | 14,936 | +29.5% | 0.84% | +24.6% |
| Q1 2021 | $876,000 | +41.7% | 11,537 | +36.5% | 0.67% | +21.8% |
| Q4 2020 | $618,000 | +28.5% | 8,455 | +11.7% | 0.55% | +12.9% |
| Q3 2020 | $481,000 | -1.6% | 7,572 | -6.2% | 0.49% | -9.0% |
| Q2 2020 | $489,000 | +7.9% | 8,073 | -5.3% | 0.54% | -3.3% |
| Q1 2020 | $453,000 | +60.1% | 8,523 | +107.0% | 0.55% | +88.1% |
| Q4 2019 | $283,000 | – | 4,117 | – | 0.29% | – |
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% |