ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 265 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,483,999 | -76.8% | 20,657 | -78.7% | 0.00% | -100.0% |
| Q4 2022 | $6,390,388 | -55.7% | 97,207 | -62.2% | 0.00% | -50.0% |
| Q3 2022 | $14,416,000 | -27.8% | 256,839 | -19.2% | 0.00% | -20.0% |
| Q2 2022 | $19,953,000 | +907.7% | 317,930 | +1084.1% | 0.01% | – |
| Q1 2022 | $1,980,000 | -48.7% | 26,851 | -44.7% | 0.00% | – |
| Q4 2021 | $3,858,000 | +317.5% | 48,560 | +312.0% | 0.00% | – |
| Q3 2021 | $924,000 | -96.5% | 11,785 | -96.5% | 0.00% | -100.0% |
| Q2 2021 | $26,254,000 | +236.2% | 332,209 | +223.0% | 0.00% | +300.0% |
| Q1 2021 | $7,808,000 | -49.3% | 102,866 | -51.2% | 0.00% | 0.0% |
| Q4 2020 | $15,398,000 | -20.1% | 210,806 | -30.5% | 0.00% | -75.0% |
| Q3 2020 | $19,263,000 | +474.0% | 303,450 | +380.7% | 0.00% | +300.0% |
| Q1 2020 | $3,356,000 | – | 63,133 | – | 0.00% | – |
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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% |