ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 367 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,484,724 | -44.8% | 21,477 | -41.7% | 0.11% | -43.4% |
| Q2 2023 | $2,687,637 | +9.3% | 36,852 | +7.6% | 0.20% | +17.4% |
| Q1 2023 | $2,459,446 | +15.0% | 34,235 | +5.2% | 0.17% | +9.2% |
| Q4 2022 | $2,139,314 | +145.3% | 32,542 | +109.4% | 0.15% | +128.4% |
| Q3 2022 | $872,000 | -10.7% | 15,541 | -0.1% | 0.07% | -6.9% |
| Q2 2022 | $976,000 | -15.0% | 15,559 | -0.0% | 0.07% | -5.3% |
| Q1 2022 | $1,148,000 | -1.3% | 15,566 | +6.3% | 0.08% | +2.7% |
| Q4 2021 | $1,163,000 | -43.7% | 14,637 | -44.5% | 0.07% | -48.6% |
| Q3 2021 | $2,066,000 | -4.4% | 26,355 | -3.7% | 0.14% | +1.4% |
| Q2 2021 | $2,162,000 | +28.2% | 27,358 | +23.1% | 0.14% | +17.4% |
| Q1 2021 | $1,687,000 | +13.6% | 22,230 | +9.3% | 0.12% | +7.1% |
| Q4 2020 | $1,485,000 | +14.8% | 20,337 | -0.1% | 0.11% | -8.9% |
| Q3 2020 | $1,293,000 | +335.4% | 20,362 | +314.8% | 0.12% | +181.8% |
| Q2 2020 | $297,000 | +19.8% | 4,909 | +5.3% | 0.04% | +2.3% |
| Q1 2020 | $248,000 | -79.0% | 4,664 | -72.8% | 0.04% | -85.9% |
| Q4 2019 | $1,179,000 | +73.6% | 17,151 | +61.9% | 0.30% | +68.9% |
| Q3 2019 | $679,000 | +91.8% | 10,594 | +92.5% | 0.18% | +87.5% |
| Q2 2019 | $354,000 | +3.8% | 5,503 | +1.9% | 0.10% | -92.0% |
| Q1 2019 | $341,000 | – | 5,403 | – | 1.20% | – |
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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% |