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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |