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 | $60,267 | -1.4% | 765 | 0.0% | 0.01% | -7.7% |
| Q1 2024 | $61,131 | +5.8% | 765 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $57,788 | +9.3% | 765 | 0.0% | 0.01% | -13.3% |
| 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 | 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% |