ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,963 | -5.2% | 5,019 | 0.0% | 0.06% | -6.8% |
| Q2 2023 | $366,036 | +13.2% | 5,019 | +11.5% | 0.06% | -31.4% |
| Q1 2023 | $323,352 | +4.4% | 4,501 | -4.5% | 0.09% | -28.3% |
| Q4 2022 | $309,833 | +54.1% | 4,713 | +31.8% | 0.12% | +31.9% |
| Q3 2022 | $201,000 | -10.3% | 3,577 | 0.0% | 0.09% | -12.5% |
| Q2 2022 | $224,000 | -14.8% | 3,577 | +0.1% | 0.10% | +2.0% |
| Q1 2022 | $263,000 | +12.9% | 3,572 | +21.7% | 0.10% | 0.0% |
| Q4 2021 | $233,000 | +1.3% | 2,936 | 0.0% | 0.10% | -12.8% |
| Q3 2021 | $230,000 | -21.8% | 2,936 | -21.1% | 0.12% | -25.5% |
| Q2 2021 | $294,000 | +6.5% | 3,721 | +2.3% | 0.16% | -15.1% |
| Q1 2021 | $276,000 | +42.3% | 3,639 | +37.3% | 0.18% | +27.6% |
| Q4 2020 | $194,000 | +21.2% | 2,651 | +5.0% | 0.14% | 0.0% |
| Q3 2020 | $160,000 | +272.1% | 2,524 | +208.9% | 0.14% | +326.5% |
| Q1 2020 | $43,000 | – | 817 | – | 0.03% | – |
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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% |