ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 321 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,575,000 | -2.1% | 369,949 | +3.3% | 0.01% | 0.0% |
| Q2 2023 | $26,115,000 | +5.8% | 358,075 | +4.3% | 0.01% | 0.0% |
| Q1 2023 | $24,674,000 | -35.3% | 343,442 | -40.8% | 0.01% | -36.4% |
| Q4 2022 | $38,149,000 | +34.6% | 580,300 | +14.9% | 0.01% | +22.2% |
| Q3 2022 | $28,351,000 | -10.9% | 505,105 | -0.4% | 0.01% | 0.0% |
| Q2 2022 | $31,817,000 | -34.7% | 506,968 | -23.3% | 0.01% | -25.0% |
| Q1 2022 | $48,745,000 | +18.2% | 661,120 | +27.4% | 0.01% | +33.3% |
| Q4 2021 | $41,242,000 | +32.4% | 519,034 | +30.6% | 0.01% | +12.5% |
| Q3 2021 | $31,141,000 | -11.1% | 397,309 | -10.4% | 0.01% | -11.1% |
| Q2 2021 | $35,036,000 | +32.1% | 443,309 | +26.9% | 0.01% | +12.5% |
| Q1 2021 | $26,518,000 | +7.3% | 349,384 | +3.2% | 0.01% | +14.3% |
| Q4 2020 | $24,725,000 | +54.3% | 338,510 | +34.1% | 0.01% | +16.7% |
| Q3 2020 | $16,026,000 | -44.8% | 252,454 | -47.3% | 0.01% | -50.0% |
| Q2 2020 | $29,015,000 | +134.7% | 478,936 | +106.0% | 0.01% | +100.0% |
| Q1 2020 | $12,361,000 | -43.3% | 232,517 | -26.7% | 0.01% | -25.0% |
| Q4 2019 | $21,791,000 | +171.1% | 317,008 | +152.8% | 0.01% | +166.7% |
| Q3 2019 | $8,039,000 | +149.3% | 125,374 | +149.9% | 0.00% | +200.0% |
| Q2 2019 | $3,225,000 | +11.5% | 50,162 | +9.6% | 0.00% | 0.0% |
| Q1 2019 | $2,892,000 | +47.6% | 45,778 | +34.0% | 0.00% | 0.0% |
| Q4 2018 | $1,959,000 | +32.5% | 34,150 | +53.0% | 0.00% | 0.0% |
| Q3 2018 | $1,478,000 | -1.2% | 22,322 | -2.8% | 0.00% | 0.0% |
| Q2 2018 | $1,496,000 | +29.0% | 22,971 | +33.3% | 0.00% | 0.0% |
| Q1 2018 | $1,160,000 | +42.5% | 17,230 | +43.5% | 0.00% | – |
| Q4 2017 | $814,000 | +33.4% | 12,010 | +30.5% | 0.00% | – |
| Q3 2017 | $610,000 | +528.9% | 9,206 | +496.2% | 0.00% | – |
| Q2 2017 | $97,000 | +246.4% | 1,544 | +228.5% | 0.00% | – |
| Q1 2017 | $28,000 | – | 470 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 338,787 | $23,420,354 | 16.89% |
| Dunhill Financial, LLC | 318,114 | $22,147,068 | 13.97% |
| Forefront Analytics, LLC | 344,925 | $23,844,842 | 13.52% |
| High Note Wealth, LLC | 239,807 | $16,577,877 | 6.85% |
| Laurel Wealth Planning LLC | 123,130 | $8,512 | 6.62% |
| SPINNAKER TRUST | 1,166,204 | $80,619,683 | 6.07% |
| Financial Network Wealth Management LLC | 163,350 | $11,127 | 5.43% |
| Shira Ridge Wealth Management | 100,446 | $6,943,847 | 4.56% |
| Bond & Devick Financial Network, Inc. | 101,025 | $6,983,866 | 4.49% |
| Ellevest, Inc. | 733,218 | $50,687,357 | 3.90% |