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 | $1,226 | -5.3% | 17,740 | 0.0% | 0.20% | -3.3% |
| Q2 2023 | $1,294 | +2.9% | 17,740 | +1.3% | 0.21% | -1.4% |
| Q1 2023 | $1,258 | +14.4% | 17,510 | +4.6% | 0.22% | +6.4% |
| Q4 2022 | $1,100 | -99.9% | 16,740 | 0.0% | 0.20% | +7.4% |
| Q3 2022 | $940,000 | +23.7% | 16,740 | +38.3% | 0.19% | +28.8% |
| Q2 2022 | $760,000 | +17.6% | 12,105 | +38.3% | 0.15% | +31.5% |
| Q1 2022 | $646,000 | +141.9% | 8,755 | +161.0% | 0.11% | +146.7% |
| Q4 2021 | $267,000 | +1.5% | 3,355 | 0.0% | 0.04% | -8.2% |
| Q3 2021 | $263,000 | +1.5% | 3,355 | +2.4% | 0.05% | -2.0% |
| Q2 2021 | $259,000 | +4.0% | 3,275 | 0.0% | 0.05% | -5.7% |
| Q1 2021 | $249,000 | +4.2% | 3,275 | 0.0% | 0.05% | -8.6% |
| Q4 2020 | $239,000 | – | 3,275 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |