ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 265 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,056,000 | +0.8% | 16,825 | +18.4% | 0.21% | +19.8% |
| Q1 2022 | $1,048,000 | +22.1% | 14,208 | +31.6% | 0.17% | +30.3% |
| Q4 2021 | $858,000 | +2.0% | 10,798 | +0.6% | 0.13% | +21.1% |
| Q3 2021 | $841,000 | +1.0% | 10,730 | +1.8% | 0.11% | -18.0% |
| Q2 2021 | $833,000 | -10.0% | 10,540 | -13.6% | 0.13% | -19.4% |
| Q1 2021 | $926,000 | +47.7% | 12,205 | +42.1% | 0.16% | +38.7% |
| Q4 2020 | $627,000 | +14.6% | 8,588 | -0.3% | 0.12% | +5.3% |
| Q3 2020 | $547,000 | +33.7% | 8,610 | +27.7% | 0.11% | +28.4% |
| Q2 2020 | $409,000 | +27.0% | 6,744 | +11.3% | 0.09% | +8.6% |
| Q1 2020 | $322,000 | -22.6% | 6,060 | +0.2% | 0.08% | -11.0% |
| Q4 2019 | $416,000 | +9.8% | 6,047 | +2.2% | 0.09% | +5.8% |
| Q3 2019 | $379,000 | 0.0% | 5,917 | +0.4% | 0.09% | +4.9% |
| Q2 2019 | $379,000 | +1.9% | 5,896 | +0.2% | 0.08% | +1.2% |
| Q1 2019 | $372,000 | – | 5,886 | – | 0.08% | – |
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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% |