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 | $52,884 | -18.9% | 765 | -14.4% | 0.02% | -11.8% |
| Q2 2023 | $65,199 | +1.5% | 894 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $64,225 | +9.3% | 894 | 0.0% | 0.02% | +5.9% |
| Q4 2022 | $58,772 | +17.5% | 894 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $50,000 | -10.7% | 894 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $56,000 | +86.7% | 894 | +118.6% | 0.02% | +100.0% |
| Q1 2022 | $30,000 | -6.2% | 409 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $32,000 | -3.0% | 409 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $33,000 | 0.0% | 409 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $33,000 | +3.1% | 409 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $32,000 | +6.7% | 409 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $30,000 | +15.4% | 409 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | +4.0% | 409 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $25,000 | – | 409 | – | 0.01% | – |
Download | ||||||
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% |