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 | $623,420 | +3.2% | 9,018 | +8.8% | 0.46% | +5.3% |
| Q2 2023 | $604,231 | +3.2% | 8,285 | +1.7% | 0.44% | -7.0% |
| Q1 2023 | $585,482 | +18.8% | 8,150 | +8.7% | 0.47% | +10.6% |
| Q4 2022 | $492,709 | -6.3% | 7,495 | -20.2% | 0.42% | -19.5% |
| Q3 2022 | $526,000 | +35.9% | 9,389 | +52.1% | 0.53% | +22.5% |
| Q2 2022 | $387,000 | -20.7% | 6,173 | -6.8% | 0.43% | -8.3% |
| Q1 2022 | $488,000 | -36.6% | 6,624 | -31.6% | 0.47% | -35.3% |
| Q4 2021 | $770,000 | – | 9,689 | – | 0.73% | – |
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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% |