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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |