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 | $52,884 | -18.9% | 765 | -14.4% | 0.02% | -11.8% |
| Q2 2023 | $65,199 | +1.5% | 894 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $64,225 | +9.3% | 894 | 0.0% | 0.02% | +5.9% |
| Q4 2022 | $58,772 | +17.5% | 894 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $50,000 | -10.7% | 894 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $56,000 | +86.7% | 894 | +118.6% | 0.02% | +100.0% |
| Q1 2022 | $30,000 | -6.2% | 409 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $32,000 | -3.0% | 409 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $33,000 | 0.0% | 409 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $33,000 | +3.1% | 409 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $32,000 | +6.7% | 409 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $30,000 | +15.4% | 409 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | +4.0% | 409 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $25,000 | – | 409 | – | 0.01% | – |
Download | ||||||
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% |