ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 149 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575,162 | -27.8% | 8,320 | -23.8% | 0.04% | -24.5% |
| Q2 2023 | $796,396 | +1.5% | 10,920 | 0.0% | 0.05% | -3.9% |
| Q1 2023 | $784,493 | +9.3% | 10,920 | 0.0% | 0.05% | +4.1% |
| Q4 2022 | $717,881 | +8.4% | 10,920 | -7.4% | 0.05% | 0.0% |
| Q3 2022 | $662,000 | -11.3% | 11,797 | -0.8% | 0.05% | -3.9% |
| Q2 2022 | $746,000 | -12.7% | 11,894 | -0.4% | 0.05% | +2.0% |
| Q1 2022 | $855,000 | -11.4% | 11,944 | -1.7% | 0.05% | 0.0% |
| Q4 2021 | $965,000 | +1.4% | 12,145 | 0.0% | 0.05% | -7.4% |
| Q3 2021 | $952,000 | -0.8% | 12,145 | 0.0% | 0.05% | -1.8% |
| Q2 2021 | $960,000 | -6.3% | 12,145 | -7.6% | 0.06% | -9.8% |
| Q1 2021 | $1,025,000 | +6.8% | 13,145 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $960,000 | +15.1% | 13,145 | 0.0% | 0.06% | +3.4% |
| Q3 2020 | $834,000 | +4.8% | 13,145 | 0.0% | 0.06% | -3.3% |
| Q2 2020 | $796,000 | +37.0% | 13,145 | +20.4% | 0.06% | +15.1% |
| Q1 2020 | $581,000 | -22.6% | 10,920 | 0.0% | 0.05% | -1.9% |
| Q4 2019 | $751,000 | +6.2% | 10,920 | -0.9% | 0.05% | -1.8% |
| Q3 2019 | $707,000 | -0.3% | 11,020 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $709,000 | +1.9% | 11,020 | 0.0% | 0.06% | -5.2% |
| Q1 2019 | $696,000 | +42.3% | 11,020 | +29.4% | 0.06% | +23.4% |
| Q4 2018 | $489,000 | -43.9% | 8,515 | -35.2% | 0.05% | -31.9% |
| Q3 2018 | $871,000 | – | 13,150 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |