ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 564 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |