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 | $1,000,716 | -63.3% | 14,476 | -61.3% | 0.01% | -54.5% |
| Q2 2023 | $2,728,145 | +14.7% | 37,408 | +13.1% | 0.01% | +83.3% |
| Q1 2023 | $2,377,794 | +8.1% | 33,078 | -1.1% | 0.01% | -57.1% |
| Q4 2022 | $2,199,066 | +13.8% | 33,455 | -2.8% | 0.01% | -39.1% |
| Q3 2022 | $1,933,000 | -5.6% | 34,435 | +5.5% | 0.02% | 0.0% |
| Q2 2022 | $2,048,000 | -12.4% | 32,628 | +2.8% | 0.02% | -36.1% |
| Q1 2022 | $2,339,000 | +37.8% | 31,725 | +48.4% | 0.04% | +38.5% |
| Q4 2021 | $1,698,000 | +31.3% | 21,371 | +29.5% | 0.03% | -7.1% |
| Q3 2021 | $1,293,000 | +6.1% | 16,497 | +7.0% | 0.03% | +3.7% |
| Q2 2021 | $1,219,000 | +57.7% | 15,420 | +51.4% | 0.03% | +50.0% |
| Q1 2021 | $773,000 | +46.1% | 10,185 | +40.8% | 0.02% | +5.9% |
| Q4 2020 | $529,000 | – | 7,236 | – | 0.02% | – |
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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% |