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 | $15,616,326 | -7.7% | 225,898 | -2.6% | 0.08% | -2.6% |
| Q2 2023 | $16,920,639 | +1.9% | 232,012 | +0.4% | 0.08% | -2.5% |
| Q1 2023 | $16,606,753 | +7.1% | 231,163 | -2.0% | 0.08% | +3.9% |
| Q4 2022 | $15,504,324 | +3.1% | 235,843 | -12.0% | 0.08% | -2.6% |
| Q3 2022 | $15,044,000 | -14.6% | 268,022 | -4.6% | 0.08% | -9.3% |
| Q2 2022 | $17,623,000 | -18.3% | 280,800 | -4.0% | 0.09% | -5.5% |
| Q1 2022 | $21,577,000 | -2.7% | 292,650 | +4.9% | 0.09% | +2.2% |
| Q4 2021 | $22,169,000 | +11.2% | 278,991 | +9.7% | 0.09% | +2.3% |
| Q3 2021 | $19,937,000 | +17.6% | 254,368 | +18.6% | 0.09% | +17.6% |
| Q2 2021 | $16,954,000 | -24.8% | 214,527 | -27.7% | 0.07% | +42.3% |
| Q1 2021 | $22,534,000 | -19.9% | 296,884 | -22.9% | 0.05% | -62.3% |
| Q4 2020 | $28,115,000 | +228.1% | 384,926 | +185.1% | 0.14% | +200.0% |
| Q3 2020 | $8,570,000 | +0.9% | 135,010 | -3.7% | 0.05% | -6.1% |
| Q2 2020 | $8,490,000 | +36.1% | 140,150 | +19.5% | 0.05% | +16.7% |
| Q1 2020 | $6,236,000 | +59.9% | 117,297 | +106.8% | 0.04% | +100.0% |
| Q4 2019 | $3,899,000 | +11.1% | 56,724 | +3.6% | 0.02% | +5.0% |
| Q3 2019 | $3,510,000 | +152.3% | 54,745 | +153.2% | 0.02% | +150.0% |
| Q2 2019 | $1,391,000 | +51.4% | 21,622 | +48.6% | 0.01% | +60.0% |
| Q1 2019 | $919,000 | +331.5% | 14,547 | +291.7% | 0.01% | +400.0% |
| Q4 2018 | $213,000 | – | 3,714 | – | 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% |