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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $710,411 | +1.5% | 9,741 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $699,793 | +9.3% | 9,741 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $640,373 | +17.1% | 9,741 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $547,000 | -10.5% | 9,741 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $611,000 | -9.3% | 9,741 | +6.5% | 0.01% | +10.0% |
| Q1 2022 | $674,000 | -7.3% | 9,144 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $727,000 | +1.4% | 9,144 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $717,000 | -1.5% | 9,144 | -0.7% | 0.01% | 0.0% |
| Q2 2021 | $728,000 | +4.1% | 9,209 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $699,000 | +3.9% | 9,209 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $673,000 | -35.6% | 9,209 | -44.0% | 0.01% | -42.9% |
| Q3 2020 | $1,045,000 | +33.3% | 16,459 | +27.3% | 0.02% | +23.5% |
| Q2 2020 | $784,000 | +14.0% | 12,934 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $688,000 | -9.6% | 12,934 | +16.9% | 0.02% | +21.4% |
| Q4 2019 | $761,000 | +7.3% | 11,064 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $709,000 | -0.4% | 11,064 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $712,000 | +1.9% | 11,064 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $699,000 | -36.2% | 11,064 | -42.1% | 0.01% | -44.0% |
| Q4 2018 | $1,096,000 | +333.2% | 19,099 | +400.8% | 0.02% | +400.0% |
| Q3 2018 | $253,000 | +2.0% | 3,814 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $248,000 | +0.4% | 3,814 | +4.0% | 0.01% | 0.0% |
| Q1 2018 | $247,000 | -0.8% | 3,668 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $249,000 | +2.5% | 3,668 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $243,000 | +5.7% | 3,668 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $230,000 | +4.5% | 3,668 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $220,000 | – | 3,668 | – | 0.01% | – |
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% |