ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 572 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,083,372 | +0.9% | 26,445 | +2.4% | 0.28% | +0.7% |
Q1 2024 | $2,064,302 | +5.1% | 25,833 | -0.7% | 0.28% | +0.7% |
Q4 2023 | $1,964,405 | +11.1% | 26,005 | +1.7% | 0.28% | +2.2% |
Q3 2023 | $1,767,794 | -5.5% | 25,572 | -0.3% | 0.27% | -0.7% |
Q2 2023 | $1,870,875 | -8.9% | 25,653 | -10.3% | 0.27% | -14.5% |
Q1 2023 | $2,054,288 | +12.4% | 28,595 | +2.9% | 0.32% | +6.7% |
Q4 2022 | $1,827,725 | +20.3% | 27,802 | +2.7% | 0.30% | +6.4% |
Q3 2022 | $1,519,000 | -7.7% | 27,064 | +3.2% | 0.28% | +11.1% |
Q2 2022 | $1,645,000 | +14.5% | 26,217 | +34.5% | 0.25% | +29.9% |
Q1 2022 | $1,437,000 | -7.0% | 19,494 | +0.2% | 0.19% | -4.0% |
Q4 2021 | $1,545,000 | – | 19,447 | – | 0.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |