ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,874 | -9.3% | 4,587 | -3.7% | 0.08% | -5.8% |
| Q2 2023 | $347,008 | -0.0% | 4,763 | +0.8% | 0.09% | -5.5% |
| Q1 2023 | $347,059 | -3.8% | 4,724 | -6.5% | 0.09% | -6.2% |
| Q4 2022 | $360,881 | +23.2% | 5,051 | +1.6% | 0.10% | +7.8% |
| Q3 2022 | $293,000 | -12.3% | 4,973 | -1.3% | 0.09% | -7.2% |
| Q2 2022 | $334,000 | -3.2% | 5,037 | +3.0% | 0.10% | +5.4% |
| Q1 2022 | $345,000 | -18.1% | 4,889 | -7.6% | 0.09% | -16.4% |
| Q4 2021 | $421,000 | – | 5,290 | – | 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% |