ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $98,607 | -56.3% | 1,252 | -55.7% | 0.00% | -25.0% |
Q1 2024 | $225,740 | +8.1% | 2,825 | +0.4% | 0.00% | -42.9% |
Q4 2023 | $208,804 | -20.1% | 2,813 | -25.6% | 0.01% | -30.0% |
Q3 2023 | $261,321 | -26.4% | 3,780 | -22.3% | 0.01% | -23.1% |
Q2 2023 | $354,960 | +34.7% | 4,867 | +32.7% | 0.01% | +30.0% |
Q1 2023 | $263,559 | +346688.2% | 3,669 | +218.5% | 0.01% | +150.0% |
Q4 2022 | $76 | -99.9% | 1,152 | -26.9% | 0.00% | -20.0% |
Q3 2022 | $89,000 | -59.0% | 1,577 | -54.4% | 0.01% | -44.4% |
Q2 2022 | $217,000 | -56.7% | 3,457 | -49.1% | 0.01% | -30.8% |
Q1 2022 | $501,000 | -15.7% | 6,792 | -9.2% | 0.01% | 0.0% |
Q4 2021 | $594,000 | -14.7% | 7,480 | -13.6% | 0.01% | -27.8% |
Q3 2021 | $696,000 | +58.2% | 8,655 | +55.4% | 0.02% | +50.0% |
Q2 2021 | $440,000 | +33.3% | 5,568 | +28.2% | 0.01% | +33.3% |
Q1 2021 | $330,000 | – | 4,344 | – | 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% |