ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 14 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $15,906,000 | +2.3% | 231,849 | -4.4% | 0.10% | -6.5% |
| Q3 2019 | $15,543,000 | +41.1% | 242,411 | +41.5% | 0.11% | +33.8% |
| Q2 2019 | $11,015,000 | +21.2% | 171,277 | +19.1% | 0.08% | +15.9% |
| Q1 2019 | $9,089,000 | +2749.2% | 143,863 | +2488.9% | 0.07% | +2200.0% |
| Q4 2018 | $319,000 | +62.8% | 5,557 | +87.6% | 0.00% | +50.0% |
| Q3 2018 | $196,000 | +13.3% | 2,962 | +15.4% | 0.00% | 0.0% |
| Q2 2018 | $173,000 | 0.0% | 2,566 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $173,000 | +158.2% | 2,566 | +156.6% | 0.00% | +100.0% |
| Q4 2017 | $67,000 | +139.3% | 1,000 | +137.0% | 0.00% | – |
| Q3 2017 | $28,000 | +3.7% | 422 | 0.0% | 0.00% | – |
| Q2 2017 | $27,000 | +8.0% | 422 | +2.4% | 0.00% | – |
| Q1 2017 | $25,000 | +47.1% | 412 | +32.1% | 0.00% | – |
| Q4 2016 | $17,000 | -5.6% | 312 | 0.0% | 0.00% | – |
| Q3 2016 | $18,000 | – | 312 | – | 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% |