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 | $562,027 | -5.2% | 8,130 | 0.0% | 0.04% | -4.5% |
| Q2 2023 | $592,921 | +1.5% | 8,130 | 0.0% | 0.04% | -2.2% |
| Q1 2023 | $584,060 | +4.9% | 8,130 | -4.0% | 0.04% | -2.2% |
| Q4 2022 | $556,818 | +17.2% | 8,470 | 0.0% | 0.05% | +15.0% |
| Q3 2022 | $475,000 | -10.7% | 8,470 | 0.0% | 0.04% | -7.0% |
| Q2 2022 | $532,000 | -13.2% | 8,470 | +1.8% | 0.04% | -2.3% |
| Q1 2022 | $613,000 | -7.3% | 8,320 | 0.0% | 0.04% | -4.3% |
| Q4 2021 | $661,000 | +1.4% | 8,320 | 0.0% | 0.05% | -4.2% |
| Q3 2021 | $652,000 | -0.9% | 8,320 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $658,000 | +3.6% | 8,320 | -0.5% | 0.05% | -5.8% |
| Q1 2021 | $635,000 | +3.9% | 8,360 | 0.0% | 0.05% | -1.9% |
| Q4 2020 | $611,000 | +20.8% | 8,360 | 0.0% | 0.05% | -1.9% |
| Q2 2020 | $506,000 | – | 8,360 | – | 0.05% | – |
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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% |