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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |