ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 561 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $598,492 | -3.1% | 7,597 | -1.7% | 0.17% | -6.0% |
| Q1 2024 | $617,385 | +5.8% | 7,726 | 0.0% | 0.18% | -1.6% |
| Q4 2023 | $583,622 | +9.3% | 7,726 | 0.0% | 0.18% | -4.6% |
| Q3 2023 | $534,098 | -5.2% | 7,726 | 0.0% | 0.19% | -5.4% |
| Q2 2023 | $563,457 | +1.5% | 7,726 | 0.0% | 0.20% | -4.7% |
| Q1 2023 | $555,036 | +9.3% | 7,726 | 0.0% | 0.22% | +3.9% |
| Q4 2022 | $507,907 | +17.0% | 7,726 | 0.0% | 0.21% | -3.7% |
| Q3 2022 | $434,000 | -10.5% | 7,726 | 0.0% | 0.22% | -6.5% |
| Q2 2022 | $485,000 | -14.9% | 7,726 | 0.0% | 0.23% | -12.9% |
| Q1 2022 | $570,000 | -7.2% | 7,726 | 0.0% | 0.26% | -12.3% |
| Q4 2021 | $614,000 | +1.3% | 7,726 | 0.0% | 0.30% | -22.4% |
| Q3 2021 | $606,000 | – | 7,726 | – | 0.39% | – |
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% |