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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $322,000 | -7.2% | 4,371 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $347,000 | +1.2% | 4,371 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $343,000 | -33.8% | 4,371 | -33.3% | 0.01% | -30.0% |
| Q2 2021 | $518,000 | +4.0% | 6,558 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $498,000 | -4.0% | 6,558 | -7.7% | 0.01% | -16.7% |
| Q4 2020 | $519,000 | +95.1% | 7,107 | +69.8% | 0.01% | +71.4% |
| Q3 2020 | $266,000 | +4.7% | 4,185 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $254,000 | -20.9% | 4,185 | -10.4% | 0.01% | -12.5% |
| Q4 2019 | $321,000 | +11.8% | 4,670 | +4.4% | 0.01% | -11.1% |
| Q3 2019 | $287,000 | -0.3% | 4,472 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $288,000 | +1.8% | 4,472 | 0.0% | 0.01% | -25.0% |
| Q1 2019 | $283,000 | -5.7% | 4,472 | -1.4% | 0.01% | -20.0% |
| Q3 2018 | $300,000 | – | 4,537 | – | 0.02% | – |
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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% |