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 | $841,639 | -12.8% | 12,175 | -8.0% | 0.41% | -7.0% |
| Q2 2023 | $964,990 | +14.4% | 13,232 | +12.7% | 0.44% | +13.6% |
| Q1 2023 | $843,159 | +17.0% | 11,737 | +11.4% | 0.39% | +4.6% |
| Q4 2022 | $720,815 | +88.7% | 10,534 | +54.8% | 0.37% | +87.9% |
| Q3 2022 | $382,000 | -46.0% | 6,804 | -39.6% | 0.20% | -41.9% |
| Q2 2022 | $707,000 | +231.9% | 11,267 | +289.6% | 0.34% | +270.7% |
| Q1 2022 | $213,000 | – | 2,892 | – | 0.09% | – |
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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% |