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 | $90,090,298 | -1.0% | 1,303,201 | +4.5% | 2.50% | +0.8% |
| Q2 2023 | $90,979,386 | +24.9% | 1,247,489 | +23.0% | 2.48% | +4.3% |
| Q1 2023 | $72,870,950 | +21.8% | 1,014,351 | +11.4% | 2.38% | +9.1% |
| Q4 2022 | $59,838,628 | +19.1% | 910,232 | +1.7% | 2.18% | +11.5% |
| Q3 2022 | $50,257,000 | -7.1% | 895,361 | +3.9% | 1.95% | -1.6% |
| Q2 2022 | $54,082,000 | -8.5% | 861,722 | +7.5% | 1.98% | +5.2% |
| Q1 2022 | $59,105,000 | +2.4% | 801,635 | +10.3% | 1.89% | +6.6% |
| Q4 2021 | $57,728,000 | +14.5% | 726,505 | +12.9% | 1.77% | +3.4% |
| Q3 2021 | $50,431,000 | +18.8% | 643,411 | +19.7% | 1.71% | +16.9% |
| Q2 2021 | $42,465,000 | +9.1% | 537,322 | +4.8% | 1.46% | -14.2% |
| Q1 2021 | $38,915,000 | -48.5% | 512,719 | -50.4% | 1.71% | -3.7% |
| Q4 2020 | $75,498,000 | +80.6% | 1,033,664 | +56.9% | 1.77% | -22.7% |
| Q3 2020 | $41,814,000 | -30.4% | 658,701 | -33.6% | 2.29% | +28.2% |
| Q2 2020 | $60,090,000 | +49.5% | 991,908 | +31.2% | 1.79% | +17.2% |
| Q1 2020 | $40,196,000 | +6.6% | 756,114 | +37.8% | 1.52% | -34.2% |
| Q4 2019 | $37,720,000 | +20.4% | 548,733 | +12.3% | 2.32% | +5.0% |
| Q3 2019 | $31,328,000 | +260.9% | 488,582 | +262.0% | 2.20% | +215.9% |
| Q2 2019 | $8,680,000 | +40.9% | 134,967 | +38.4% | 0.70% | +169.5% |
| Q1 2019 | $6,162,000 | +132.9% | 97,530 | +111.4% | 0.26% | +79.9% |
| Q4 2018 | $2,646,000 | -8.4% | 46,130 | +5.7% | 0.14% | +9.1% |
| Q3 2018 | $2,890,000 | +101.4% | 43,644 | +98.0% | 0.13% | -5.0% |
| Q2 2018 | $1,435,000 | +58.7% | 22,040 | +64.1% | 0.14% | +67.5% |
| Q1 2018 | $904,000 | – | 13,428 | – | 0.08% | – |
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% |