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 | $422,316 | -5.6% | 6,109 | -0.4% | 0.02% | -4.5% |
| Q2 2023 | $447,207 | -2.4% | 6,132 | -3.9% | 0.02% | -8.3% |
| Q1 2023 | $458,268 | +9.9% | 6,379 | +0.6% | 0.02% | +4.3% |
| Q4 2022 | $417,055 | +27.9% | 6,344 | +9.2% | 0.02% | +15.0% |
| Q3 2022 | $326,000 | -5.0% | 5,809 | +6.2% | 0.02% | 0.0% |
| Q2 2022 | $343,000 | -31.3% | 5,471 | -19.2% | 0.02% | -16.7% |
| Q1 2022 | $499,000 | -3.3% | 6,772 | +4.3% | 0.02% | 0.0% |
| Q4 2021 | $516,000 | +11.7% | 6,492 | +10.1% | 0.02% | +4.3% |
| Q3 2021 | $462,000 | +10.3% | 5,897 | +11.2% | 0.02% | +9.5% |
| Q2 2021 | $419,000 | +5.3% | 5,305 | +1.1% | 0.02% | 0.0% |
| Q1 2021 | $398,000 | +16.0% | 5,246 | +11.8% | 0.02% | +10.5% |
| Q4 2020 | $343,000 | +43.5% | 4,691 | +24.8% | 0.02% | +26.7% |
| Q3 2020 | $239,000 | +32.8% | 3,758 | +26.6% | 0.02% | +15.4% |
| Q2 2020 | $180,000 | +27.7% | 2,968 | +12.2% | 0.01% | +8.3% |
| Q1 2020 | $141,000 | -27.7% | 2,646 | -7.0% | 0.01% | -7.7% |
| Q4 2019 | $195,000 | +13.4% | 2,844 | +6.2% | 0.01% | +8.3% |
| Q3 2019 | $172,000 | 0.0% | 2,677 | +0.0% | 0.01% | -7.7% |
| Q2 2019 | $172,000 | +1.8% | 2,676 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $169,000 | +122.4% | 2,676 | +102.4% | 0.01% | +85.7% |
| Q4 2018 | $76,000 | +76.7% | 1,322 | +103.4% | 0.01% | +133.3% |
| Q3 2018 | $43,000 | – | 650 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |