ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 247 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $641,269 | -7.2% | 8,140 | -5.9% | 0.01% | -12.5% |
| Q1 2024 | $691,142 | +13.5% | 8,649 | +7.2% | 0.01% | 0.0% |
| Q4 2023 | $609,194 | +137.1% | 8,065 | +117.0% | 0.01% | +100.0% |
| Q3 2023 | $256,887 | +22.0% | 3,716 | +28.7% | 0.00% | +33.3% |
| Q2 2023 | $210,622 | -87.8% | 2,888 | -86.7% | 0.00% | -88.9% |
| Q4 2021 | $1,720,000 | +29.9% | 21,648 | +28.2% | 0.03% | +17.4% |
| Q3 2021 | $1,324,000 | +13.6% | 16,889 | +14.6% | 0.02% | +15.0% |
| Q2 2021 | $1,165,000 | +18.8% | 14,736 | +14.0% | 0.02% | -4.8% |
| Q1 2021 | $981,000 | +117.5% | 12,924 | +109.2% | 0.02% | +110.0% |
| Q4 2020 | $451,000 | -37.4% | 6,179 | -45.6% | 0.01% | -47.4% |
| Q3 2020 | $721,000 | +25.8% | 11,353 | +20.0% | 0.02% | +18.8% |
| Q2 2020 | $573,000 | +113.0% | 9,458 | +86.9% | 0.02% | +60.0% |
| Q1 2020 | $269,000 | – | 5,060 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |