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 | $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 | 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% |