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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,198,699 | +9.8% | 169,804 | +0.4% | 0.51% | +4.0% |
| Q4 2022 | $11,112,934 | +15.8% | 169,044 | -1.1% | 0.49% | +2.9% |
| Q3 2022 | $9,598,000 | -7.0% | 170,994 | +4.0% | 0.48% | -4.2% |
| Q2 2022 | $10,319,000 | -17.6% | 164,417 | -3.2% | 0.50% | -5.8% |
| Q1 2022 | $12,520,000 | +3.6% | 169,812 | +11.6% | 0.53% | +6.2% |
| Q4 2021 | $12,089,000 | -2.0% | 152,136 | +1.3% | 0.50% | -4.6% |
| Q3 2021 | $12,334,000 | +13.2% | 150,231 | +9.0% | 0.52% | +2.3% |
| Q2 2021 | $10,891,000 | +15.7% | 137,809 | +11.1% | 0.51% | +6.2% |
| Q1 2021 | $9,413,000 | +13.5% | 124,019 | +9.3% | 0.48% | +7.8% |
| Q4 2020 | $8,291,000 | +24.5% | 113,515 | +8.2% | 0.45% | +10.3% |
| Q3 2020 | $6,662,000 | -0.1% | 104,948 | -4.7% | 0.41% | -4.5% |
| Q2 2020 | $6,669,000 | +33.4% | 110,087 | +17.1% | 0.42% | +13.3% |
| Q1 2020 | $4,999,000 | +90.4% | 94,033 | +146.2% | 0.38% | +143.5% |
| Q4 2019 | $2,625,000 | +280.4% | 38,186 | +254.9% | 0.15% | +258.1% |
| Q3 2019 | $690,000 | – | 10,760 | – | 0.04% | – |
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% |