ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 123 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,985,000 | -3.7% | 578,303 | +1.6% | 0.08% | -8.5% |
| Q2 2023 | $41,513,000 | +0.7% | 569,180 | -0.8% | 0.08% | -8.9% |
| Q1 2023 | $41,211,000 | +14.6% | 573,594 | +4.9% | 0.09% | +9.8% |
| Q4 2022 | $35,955,000 | +247.2% | 546,958 | +196.6% | 0.08% | +192.9% |
| Q3 2022 | $10,357,000 | -5.9% | 184,407 | +5.1% | 0.03% | 0.0% |
| Q2 2022 | $11,006,000 | -41.9% | 175,395 | -31.8% | 0.03% | -33.3% |
| Q1 2022 | $18,951,000 | +4.8% | 257,022 | +12.9% | 0.04% | +5.0% |
| Q4 2021 | $18,086,000 | -7.2% | 227,672 | -8.4% | 0.04% | -23.1% |
| Q3 2021 | $19,486,000 | +26.9% | 248,653 | +28.0% | 0.05% | +18.2% |
| Q2 2021 | $15,351,000 | +36.4% | 194,251 | +31.0% | 0.04% | +22.2% |
| Q1 2021 | $11,256,000 | +86.9% | 148,300 | +79.8% | 0.04% | +44.0% |
| Q4 2020 | $6,023,000 | +99.9% | 82,468 | +73.7% | 0.02% | +66.7% |
| Q3 2020 | $3,013,000 | +23.7% | 47,489 | +18.1% | 0.02% | +15.4% |
| Q2 2020 | $2,436,000 | +37.5% | 40,207 | +20.6% | 0.01% | +18.2% |
| Q1 2020 | $1,772,000 | -10.5% | 33,339 | +15.5% | 0.01% | -8.3% |
| Q4 2019 | $1,980,000 | +8.7% | 28,857 | +1.6% | 0.01% | +20.0% |
| Q3 2019 | $1,821,000 | +55.6% | 28,405 | +55.9% | 0.01% | +42.9% |
| Q2 2019 | $1,170,000 | +330.1% | 18,222 | +324.6% | 0.01% | +250.0% |
| Q1 2019 | $272,000 | +31.4% | 4,292 | +19.4% | 0.00% | 0.0% |
| Q4 2018 | $207,000 | – | 3,596 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |