ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 561 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $296,003 | -5.3% | 3,757 | -4.0% | 0.07% | -25.8% |
Q1 2024 | $312,629 | +5.8% | 3,912 | 0.0% | 0.09% | -16.2% |
Q4 2023 | $295,532 | +25.1% | 3,912 | +14.5% | 0.11% | -11.2% |
Q3 2023 | $236,305 | -5.2% | 3,418 | 0.0% | 0.12% | -15.5% |
Q2 2023 | $249,294 | -3.1% | 3,418 | -4.6% | 0.15% | -19.6% |
Q1 2023 | $257,278 | – | 3,581 | – | 0.18% | – |
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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% |