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 | $250 | -5.3% | 3,618 | +0.2% | 0.01% | -11.1% |
| Q2 2023 | $264 | -19.0% | 3,611 | -20.4% | 0.01% | -18.2% |
| Q1 2023 | $326 | +11.3% | 4,537 | +1.8% | 0.01% | 0.0% |
| Q4 2022 | $293 | -99.9% | 4,457 | +7.5% | 0.01% | 0.0% |
| Q3 2022 | $233,000 | -9.3% | 4,147 | +1.3% | 0.01% | -15.4% |
| Q2 2022 | $257,000 | -19.9% | 4,095 | -6.0% | 0.01% | -13.3% |
| Q1 2022 | $321,000 | -0.9% | 4,355 | +6.7% | 0.02% | 0.0% |
| Q4 2021 | $324,000 | +11.7% | 4,081 | +10.3% | 0.02% | +7.1% |
| Q3 2021 | $290,000 | +0.3% | 3,700 | +1.0% | 0.01% | +7.7% |
| Q2 2021 | $289,000 | -22.1% | 3,663 | -25.1% | 0.01% | -27.8% |
| Q1 2021 | $371,000 | +17.4% | 4,891 | +13.3% | 0.02% | +5.9% |
| Q4 2020 | $316,000 | +101.3% | 4,318 | +57.5% | 0.02% | +21.4% |
| Q4 2018 | $157,000 | – | 2,742 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 305,519 | $20,085 | 18.62% |
| SWISS RE LTD | 673,000 | $44,243,020 | 8.10% |
| High Note Wealth, LLC | 243,832 | $16,029,508 | 6.71% |
| SPINNAKER TRUST | 1,167,381 | $76,744 | 5.98% |
| Financial Network Wealth Management LLC | 165,774 | $10,897,983 | 5.90% |
| Laurel Wealth Planning LLC | 120,464 | $7,919,303 | 5.11% |
| Bond & Devick Financial Network, Inc. | 104,927 | $6,897,880 | 4.92% |
| Shira Ridge Wealth Management | 97,498 | $6,409,507 | 4.41% |
| Ellevest, Inc. | 672,311 | $44,197,707 | 3.72% |
| Windsor Capital Management, LLC | 145,169 | $9,543,440 | 3.48% |