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 | $540 | -5.1% | 7,805 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $569 | -0.2% | 7,805 | -1.7% | 0.08% | -4.9% |
| Q1 2023 | $570 | +6.9% | 7,941 | -2.1% | 0.08% | -2.4% |
| Q4 2022 | $533 | -99.8% | 8,113 | +45.6% | 0.08% | +59.6% |
| Q3 2022 | $313,000 | -10.6% | 5,571 | 0.0% | 0.05% | -3.7% |
| Q2 2022 | $350,000 | -21.2% | 5,571 | -7.4% | 0.05% | +1.9% |
| Q1 2022 | $444,000 | -8.1% | 6,016 | -1.1% | 0.05% | -10.2% |
| Q4 2021 | $483,000 | +1.3% | 6,081 | 0.0% | 0.06% | -21.3% |
| Q3 2021 | $477,000 | -51.0% | 6,081 | -50.7% | 0.08% | +1.4% |
| Q2 2021 | $974,000 | +106.8% | 12,334 | +98.8% | 0.07% | -11.9% |
| Q1 2021 | $471,000 | +34.6% | 6,204 | +29.4% | 0.08% | +37.7% |
| Q4 2020 | $350,000 | +15.1% | 4,794 | 0.0% | 0.06% | -3.2% |
| Q3 2020 | $304,000 | -5.0% | 4,794 | -9.3% | 0.06% | -13.7% |
| Q2 2020 | $320,000 | – | 5,283 | – | 0.07% | – |
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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% |