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 | $226,741 | -6.5% | 15,470 | -0.4% | 0.03% | +9.7% |
| Q2 2023 | $242,536 | -31.6% | 15,525 | -9.4% | 0.03% | -34.0% |
| Q1 2023 | $354,830 | +73.1% | 17,136 | +12.0% | 0.05% | +67.9% |
| Q4 2022 | $204,987 | +15.8% | 15,299 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $177,000 | +168.2% | 15,299 | +15.7% | 0.03% | +190.0% |
| Q2 2022 | $66,000 | -14.3% | 13,221 | -0.2% | 0.01% | 0.0% |
| Q1 2022 | $77,000 | +67.4% | 13,241 | +3.5% | 0.01% | +66.7% |
| Q4 2021 | $46,000 | – | 12,790 | – | 0.01% | – |
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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% |