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 | $623,420 | +3.2% | 9,018 | +8.8% | 0.46% | +5.3% |
| Q2 2023 | $604,231 | +3.2% | 8,285 | +1.7% | 0.44% | -7.0% |
| Q1 2023 | $585,482 | +18.8% | 8,150 | +8.7% | 0.47% | +10.6% |
| Q4 2022 | $492,709 | -6.3% | 7,495 | -20.2% | 0.42% | -19.5% |
| Q3 2022 | $526,000 | +35.9% | 9,389 | +52.1% | 0.53% | +22.5% |
| Q2 2022 | $387,000 | -20.7% | 6,173 | -6.8% | 0.43% | -8.3% |
| Q1 2022 | $488,000 | -36.6% | 6,624 | -31.6% | 0.47% | -35.3% |
| Q4 2021 | $770,000 | – | 9,689 | – | 0.73% | – |
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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% |