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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,537,234 | -13.5% | 36,702 | -8.7% | 0.00% | 0.0% |
| Q2 2023 | $2,932,104 | +4.5% | 40,204 | +2.9% | 0.00% | 0.0% |
| Q1 2023 | $2,806,169 | -31.1% | 39,061 | -37.0% | 0.00% | -50.0% |
| Q4 2022 | $4,073,276 | -21.7% | 61,960 | -33.2% | 0.00% | -20.0% |
| Q3 2022 | $5,203,000 | -9.6% | 92,699 | +1.1% | 0.01% | -16.7% |
| Q2 2022 | $5,755,000 | -14.0% | 91,695 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $6,688,000 | -30.5% | 90,712 | -25.1% | 0.01% | -25.0% |
| Q4 2021 | $9,627,000 | +41.3% | 121,157 | +39.4% | 0.01% | +33.3% |
| Q3 2021 | $6,814,000 | -0.7% | 86,934 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $6,859,000 | -0.7% | 86,787 | -4.6% | 0.01% | -14.3% |
| Q1 2021 | $6,907,000 | +117.2% | 91,000 | +109.0% | 0.01% | +133.3% |
| Q4 2020 | $3,180,000 | +30.1% | 43,537 | +13.1% | 0.00% | 0.0% |
| Q3 2020 | $2,444,000 | +7.7% | 38,497 | +2.7% | 0.00% | 0.0% |
| Q2 2020 | $2,270,000 | +6.5% | 37,474 | -6.6% | 0.00% | 0.0% |
| Q1 2020 | $2,132,000 | +26.8% | 40,104 | +64.0% | 0.00% | +50.0% |
| Q4 2019 | $1,681,000 | +150.9% | 24,452 | +109.4% | 0.00% | +100.0% |
| Q4 2018 | $670,000 | – | 11,675 | – | 0.00% | – |
Download | ||||||
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% |