ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 536 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,148,207 | +3.8% | 28,438 | -5.0% | 0.46% | -4.7% |
| Q3 2023 | $2,068,577 | -2.2% | 29,923 | +3.2% | 0.48% | +1.0% |
| Q2 2023 | $2,114,095 | +55.9% | 28,988 | +53.6% | 0.48% | +48.6% |
| Q1 2023 | $1,356,196 | +121422.9% | 18,878 | +11.2% | 0.32% | +19.2% |
| Q4 2022 | $1,116 | -99.8% | 16,983 | +99.8% | 0.27% | +118.5% |
| Q3 2022 | $477,000 | -4.4% | 8,498 | +6.9% | 0.12% | +5.1% |
| Q2 2022 | $499,000 | -5.7% | 7,948 | +10.7% | 0.12% | +19.2% |
| Q1 2022 | $529,000 | -8.2% | 7,178 | -1.0% | 0.10% | -2.9% |
| Q4 2021 | $576,000 | +1.4% | 7,248 | 0.0% | 0.10% | -7.3% |
| Q3 2021 | $568,000 | +5.2% | 7,248 | +6.1% | 0.11% | +5.8% |
| Q2 2021 | $540,000 | +4.0% | 6,834 | 0.0% | 0.10% | -3.7% |
| Q1 2021 | $519,000 | – | 6,834 | – | 0.11% | – |
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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% |