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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,593,282 | -0.4% | 88,751 | -7.3% | 0.37% | -21.6% |
| Q3 2023 | $6,621,328 | -2.6% | 95,781 | +2.8% | 0.47% | -3.3% |
| Q2 2023 | $6,795,191 | +21.1% | 93,174 | +9.2% | 0.48% | -5.3% |
| Q4 2022 | $5,610,218 | +45.0% | 85,339 | +23.8% | 0.51% | +13.6% |
| Q3 2022 | $3,869,000 | +2.8% | 68,935 | +14.9% | 0.45% | +0.2% |
| Q2 2022 | $3,765,000 | -7.2% | 59,997 | +9.0% | 0.45% | -21.5% |
| Q1 2022 | $4,059,000 | +9.2% | 55,047 | +17.7% | 0.57% | +20.7% |
| Q4 2021 | $3,717,000 | -40.3% | 46,784 | -41.2% | 0.47% | -7.4% |
| Q3 2021 | $6,227,000 | +12.4% | 79,518 | +13.5% | 0.51% | -4.1% |
| Q2 2021 | $5,538,000 | +170.4% | 70,079 | +159.7% | 0.53% | -17.3% |
| Q1 2021 | $2,048,000 | +112.2% | 26,988 | +104.2% | 0.65% | +90.6% |
| Q4 2020 | $965,000 | +84.9% | 13,215 | +60.8% | 0.34% | +61.4% |
| Q3 2020 | $522,000 | +81.9% | 8,220 | +73.8% | 0.21% | +56.7% |
| Q2 2020 | $287,000 | – | 4,730 | – | 0.13% | – |
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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% |