ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 201 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $495,662 | -5.2% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $522,908 | +1.5% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $515,093 | +9.3% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $471,356 | +17.3% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $402,000 | -10.7% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $450,000 | -14.9% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $529,000 | -7.2% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $570,000 | +1.4% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $562,000 | -0.9% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $567,000 | +4.2% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $544,000 | +3.8% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $524,000 | +15.2% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $455,000 | +4.8% | 7,170 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $434,000 | +13.9% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $381,000 | -22.7% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $493,000 | +7.2% | 7,170 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $460,000 | -7.4% | 7,170 | -7.2% | 0.00% | 0.0% |
| Q2 2019 | $497,000 | +1.8% | 7,730 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $488,000 | – | 7,730 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |