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 | $302,651 | -4.2% | 4,378 | +1.1% | 0.13% | -3.7% |
| Q2 2023 | $315,787 | +1.4% | 4,330 | -0.1% | 0.14% | -3.5% |
| Q1 2023 | $311,283 | +1.2% | 4,333 | -7.4% | 0.14% | -4.1% |
| Q4 2022 | $307,663 | +21.6% | 4,680 | +3.8% | 0.15% | +9.7% |
| Q3 2022 | $253,000 | -3.4% | 4,510 | +7.9% | 0.13% | 0.0% |
| Q2 2022 | $262,000 | -12.1% | 4,180 | +3.5% | 0.13% | -0.7% |
| Q1 2022 | $298,000 | +22.6% | 4,040 | +32.2% | 0.14% | +26.2% |
| Q4 2021 | $243,000 | -1.2% | 3,055 | +0.4% | 0.11% | -4.5% |
| Q3 2021 | $246,000 | – | 3,042 | – | 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% |