ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 265 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $623 | -49.9% | 9,008 | -47.2% | 0.25% | -57.6% |
| Q2 2023 | $1,244 | -34.4% | 17,058 | -35.4% | 0.60% | -19.0% |
| Q1 2023 | $1,896 | -6.5% | 26,390 | -14.4% | 0.74% | -3.2% |
| Q4 2022 | $2,028 | -99.9% | 30,846 | +6.7% | 0.76% | +10.5% |
| Q3 2022 | $1,622,000 | -12.8% | 28,896 | -2.5% | 0.69% | -4.2% |
| Q2 2022 | $1,860,000 | -15.4% | 29,638 | -0.6% | 0.72% | +1.7% |
| Q1 2022 | $2,199,000 | -3.1% | 29,819 | +4.4% | 0.71% | -0.7% |
| Q4 2021 | $2,269,000 | +10.4% | 28,566 | +8.9% | 0.71% | +3.8% |
| Q3 2021 | $2,056,000 | +0.8% | 26,235 | +1.7% | 0.68% | +6.7% |
| Q2 2021 | $2,039,000 | +5.2% | 25,795 | +1.0% | 0.64% | -1.5% |
| Q1 2021 | $1,939,000 | +6.0% | 25,544 | +2.0% | 0.65% | -2.7% |
| Q4 2020 | $1,830,000 | +25.4% | 25,052 | +9.0% | 0.67% | +5.5% |
| Q3 2020 | $1,459,000 | +4.8% | 22,984 | 0.0% | 0.64% | -3.5% |
| Q2 2020 | $1,392,000 | +14.9% | 22,984 | +0.9% | 0.66% | -6.7% |
| Q1 2020 | $1,211,000 | – | 22,772 | – | 0.70% | – |
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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% |