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 | $289,724 | -5.2% | 4,191 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $305,650 | -5.8% | 4,191 | -7.2% | 0.04% | -7.9% |
| Q1 2023 | $324,501 | +106643.8% | 4,517 | -2.4% | 0.04% | +5.6% |
| Q4 2022 | $304 | -99.9% | 4,630 | -1.7% | 0.04% | +20.0% |
| Q3 2022 | $264,000 | -10.5% | 4,708 | 0.0% | 0.03% | -6.2% |
| Q2 2022 | $295,000 | -9.8% | 4,708 | +6.3% | 0.03% | -5.9% |
| Q1 2022 | $327,000 | -4.1% | 4,429 | +3.1% | 0.03% | +6.2% |
| Q4 2021 | $341,000 | +16.8% | 4,297 | +15.2% | 0.03% | +6.7% |
| Q3 2021 | $292,000 | +1.4% | 3,729 | +2.4% | 0.03% | -6.2% |
| Q2 2021 | $288,000 | +12.1% | 3,643 | +7.5% | 0.03% | +3.2% |
| Q1 2021 | $257,000 | +6.6% | 3,390 | +2.9% | 0.03% | -3.1% |
| Q4 2020 | $241,000 | – | 3,295 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BANK HAPOALIM BM | 9,776 | $154,000,000 | 7.18% |
| SPINNAKER TRUST | 964,835 | $61,247,000 | 5.43% |
| Tillar-Wenstrup Advisors, LLC | 101,142 | $6,420,000 | 3.72% |
| Ellevest, Inc. | 260,155 | $16,515,000 | 2.96% |
| C-J Advisory, Inc. | 63,878 | $4,054,000 | 2.95% |
| Private Ocean, LLC | 194,914 | $12,373,000 | 2.90% |
| Highland Private Wealth Management | 221,993 | $14,092,000 | 2.77% |
| Roof Eidam Maycock Peralta, LLC | 96,995 | $6,157,000 | 2.40% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 658,701 | $41,814,000 | 2.29% |
| Windsor Capital Management, LLC | 85,665 | $5,438,000 | 2.27% |