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 | $3,353,629 | -1.6% | 48,512 | +3.4% | 1.05% | +0.4% |
| Q2 2023 | $3,407,213 | +26.8% | 46,912 | +28.9% | 1.04% | +32.8% |
| Q1 2023 | $2,686,325 | +12.1% | 36,405 | -0.1% | 0.79% | +3.4% |
| Q4 2022 | $2,395,500 | +15.8% | 36,439 | -1.1% | 0.76% | +6.1% |
| Q3 2022 | $2,068,000 | -6.7% | 36,835 | +4.3% | 0.72% | -5.5% |
| Q2 2022 | $2,217,000 | -14.7% | 35,324 | +0.2% | 0.76% | -8.3% |
| Q1 2022 | $2,599,000 | +45.6% | 35,252 | +56.9% | 0.83% | +34.0% |
| Q4 2021 | $1,785,000 | +53.6% | 22,466 | +51.5% | 0.62% | +36.8% |
| Q3 2021 | $1,162,000 | +5.3% | 14,831 | +6.2% | 0.45% | -4.4% |
| Q2 2021 | $1,103,000 | +19.6% | 13,961 | +14.9% | 0.47% | +18.9% |
| Q1 2021 | $922,000 | +57.1% | 12,150 | +51.2% | 0.40% | +35.0% |
| Q4 2020 | $587,000 | +187.7% | 8,035 | +152.0% | 0.29% | +127.9% |
| Q3 2019 | $204,000 | +21.4% | 3,189 | +21.9% | 0.13% | +22.9% |
| Q2 2019 | $168,000 | +29.2% | 2,616 | +26.8% | 0.10% | +20.7% |
| Q1 2019 | $130,000 | +10.2% | 2,063 | 0.0% | 0.09% | -3.3% |
| Q4 2018 | $118,000 | -3.3% | 2,063 | +12.0% | 0.09% | +12.5% |
| Q3 2018 | $122,000 | +771.4% | 1,842 | +729.7% | 0.08% | +700.0% |
| Q2 2018 | $14,000 | – | 222 | – | 0.01% | – |
Download | ||||||
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% |