ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 551 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,798,456 | +8.4% | 23,808 | -0.8% | 0.06% | -4.8% |
| Q3 2023 | $1,658,636 | -5.7% | 23,993 | -0.5% | 0.06% | -1.6% |
| Q2 2023 | $1,758,196 | +1.0% | 24,108 | -0.5% | 0.06% | -5.9% |
| Q1 2023 | $1,740,898 | +104773.4% | 24,233 | -4.0% | 0.07% | -1.4% |
| Q4 2022 | $1,660 | -99.9% | 25,248 | -3.8% | 0.07% | +3.0% |
| Q3 2022 | $1,473,000 | +38.2% | 26,240 | +54.5% | 0.07% | +48.9% |
| Q2 2022 | $1,066,000 | -40.0% | 16,985 | -29.5% | 0.04% | -27.4% |
| Q1 2022 | $1,776,000 | -8.4% | 24,085 | -1.3% | 0.06% | -3.1% |
| Q4 2021 | $1,939,000 | +14.5% | 24,405 | +12.9% | 0.06% | +4.9% |
| Q3 2021 | $1,694,000 | +21.0% | 21,610 | +22.0% | 0.06% | +22.0% |
| Q2 2021 | $1,400,000 | +150.4% | 17,715 | +140.5% | 0.05% | +127.3% |
| Q1 2021 | $559,000 | +59.3% | 7,365 | +53.4% | 0.02% | +57.1% |
| Q4 2020 | $351,000 | – | 4,800 | – | 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% |