ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 545 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $406,136 | +0.8% | 5,155 | +2.2% | 0.04% | -2.4% |
| Q1 2024 | $403,031 | +7.0% | 5,044 | +1.2% | 0.04% | -2.3% |
| Q4 2023 | $376,534 | +15.5% | 4,985 | +5.7% | 0.04% | +2.4% |
| Q3 2023 | $326,025 | -5.2% | 4,716 | 0.0% | 0.04% | -4.5% |
| Q2 2023 | $343,946 | +18.5% | 4,716 | +16.7% | 0.04% | +10.0% |
| Q1 2023 | $290,317 | +7.0% | 4,041 | -2.1% | 0.04% | -7.0% |
| Q4 2022 | $271,253 | +17.4% | 4,126 | +0.5% | 0.04% | +2.4% |
| Q3 2022 | $231,000 | -20.9% | 4,107 | -11.8% | 0.04% | -20.8% |
| Q2 2022 | $292,000 | -15.4% | 4,658 | -0.4% | 0.05% | -13.1% |
| Q1 2022 | $345,000 | -11.1% | 4,676 | -4.2% | 0.06% | -17.6% |
| Q4 2021 | $388,000 | +0.5% | 4,882 | -1.0% | 0.07% | -16.9% |
| Q3 2021 | $386,000 | -1.3% | 4,929 | -0.5% | 0.09% | -6.3% |
| Q2 2021 | $391,000 | +4.5% | 4,952 | +0.4% | 0.10% | -12.8% |
| Q1 2021 | $374,000 | +3.9% | 4,933 | 0.0% | 0.11% | -12.1% |
| Q4 2020 | $360,000 | +10.4% | 4,933 | -3.9% | 0.12% | -6.8% |
| Q3 2020 | $326,000 | +4.8% | 5,133 | 0.0% | 0.13% | -5.7% |
| Q2 2020 | $311,000 | +11.9% | 5,133 | -1.7% | 0.14% | -20.3% |
| Q1 2020 | $278,000 | -22.6% | 5,221 | +0.1% | 0.18% | -22.0% |
| Q4 2019 | $359,000 | +8.1% | 5,217 | +0.7% | 0.23% | -1.3% |
| Q3 2019 | $332,000 | -0.3% | 5,181 | 0.0% | 0.23% | -7.3% |
| Q2 2019 | $333,000 | +30.1% | 5,181 | +28.1% | 0.25% | +24.6% |
| Q1 2019 | $256,000 | +10.3% | 4,044 | 0.0% | 0.20% | 0.0% |
| Q4 2018 | $232,000 | +13.7% | 4,044 | +31.0% | 0.20% | +13.7% |
| Q3 2018 | $204,000 | – | 3,086 | – | 0.18% | – |
Download | ||||||
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% |