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 | $314 | -5.1% | 4,544 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $331 | -4.9% | 4,544 | -6.2% | 0.09% | -10.8% |
| Q1 2023 | $348 | +2.7% | 4,846 | -6.0% | 0.10% | -12.1% |
| Q4 2022 | $339 | -99.9% | 5,154 | -7.0% | 0.12% | +4.5% |
| Q3 2022 | $311,000 | -10.6% | 5,544 | +0.1% | 0.11% | -7.5% |
| Q2 2022 | $348,000 | -14.9% | 5,539 | -0.2% | 0.12% | +6.2% |
| Q1 2022 | $409,000 | -12.8% | 5,549 | -6.0% | 0.11% | -16.3% |
| Q4 2021 | $469,000 | +11.9% | 5,904 | +10.4% | 0.14% | -11.8% |
| Q3 2021 | $419,000 | +11.7% | 5,347 | +12.7% | 0.15% | +7.7% |
| Q2 2021 | $375,000 | +7.4% | 4,744 | +3.3% | 0.14% | -4.1% |
| Q1 2021 | $349,000 | – | 4,594 | – | 0.15% | – |
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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% |