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 | $1,385,297 | -4.3% | 20,039 | +1.0% | 0.65% | -5.2% |
| Q2 2023 | $1,447,442 | +2.1% | 19,847 | +0.6% | 0.69% | -6.4% |
| Q1 2023 | $1,417,044 | +4.2% | 19,725 | -4.6% | 0.73% | -0.8% |
| Q4 2022 | $1,359,437 | +11.9% | 20,679 | -4.5% | 0.74% | +2.5% |
| Q3 2022 | $1,215,000 | -10.5% | 21,646 | +0.1% | 0.72% | -5.4% |
| Q2 2022 | $1,357,000 | -1.7% | 21,627 | +15.6% | 0.76% | -3.4% |
| Q1 2022 | $1,380,000 | +43.5% | 18,716 | +54.5% | 0.79% | +38.2% |
| Q4 2021 | $962,000 | – | 12,112 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 338,787 | $23,420,354 | 16.89% |
| Dunhill Financial, LLC | 318,114 | $22,147,068 | 13.97% |
| Forefront Analytics, LLC | 344,925 | $23,844,842 | 13.52% |
| High Note Wealth, LLC | 239,807 | $16,577,877 | 6.85% |
| Laurel Wealth Planning LLC | 123,130 | $8,512 | 6.62% |
| SPINNAKER TRUST | 1,166,204 | $80,619,683 | 6.07% |
| Financial Network Wealth Management LLC | 163,350 | $11,127 | 5.43% |
| Shira Ridge Wealth Management | 100,446 | $6,943,847 | 4.56% |
| Bond & Devick Financial Network, Inc. | 101,025 | $6,983,866 | 4.49% |
| Ellevest, Inc. | 733,218 | $50,687,357 | 3.90% |