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 | $373,181 | -12.0% | 16,949 | -3.3% | 0.06% | -14.1% |
Q1 2024 | $423,985 | +44.6% | 17,520 | +8.9% | 0.07% | +77.5% |
Q4 2023 | $293,151 | +29.3% | 16,086 | +4.0% | 0.04% | +17.6% |
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% | – |
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% |