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 | $33,153,656 | -4.5% | 479,584 | +0.7% | 0.04% | -4.3% |
| Q2 2023 | $34,727,822 | -1.4% | 476,180 | -2.9% | 0.05% | -9.8% |
| Q1 2023 | $35,221,801 | +6.6% | 490,281 | -2.5% | 0.05% | +2.0% |
| Q4 2022 | $33,054,263 | +15.1% | 502,803 | -1.7% | 0.05% | 0.0% |
| Q3 2022 | $28,713,000 | +36.0% | 511,538 | +52.0% | 0.05% | +42.9% |
| Q2 2022 | $21,120,000 | -24.6% | 336,519 | -11.5% | 0.04% | -18.6% |
| Q1 2022 | $28,028,000 | +32.2% | 380,133 | +42.5% | 0.04% | +26.5% |
| Q4 2021 | $21,199,000 | +22.6% | 266,792 | +20.9% | 0.03% | +9.7% |
| Q3 2021 | $17,291,000 | +127.5% | 220,604 | +129.4% | 0.03% | +138.5% |
| Q2 2021 | $7,600,000 | -31.7% | 96,169 | -34.4% | 0.01% | -40.9% |
| Q1 2021 | $11,131,000 | +13.7% | 146,659 | +9.4% | 0.02% | 0.0% |
| Q4 2020 | $9,791,000 | +31.0% | 134,046 | +13.9% | 0.02% | +10.0% |
| Q3 2020 | $7,472,000 | +3.7% | 117,713 | -1.0% | 0.02% | -4.8% |
| Q2 2020 | $7,203,000 | +25.1% | 118,906 | +9.8% | 0.02% | +5.0% |
| Q1 2020 | $5,757,000 | -61.4% | 108,299 | -50.1% | 0.02% | -55.6% |
| Q4 2019 | $14,924,000 | +7.1% | 217,105 | -0.1% | 0.04% | 0.0% |
| Q3 2019 | $13,932,000 | +6.8% | 217,274 | +7.2% | 0.04% | +2.3% |
| Q2 2019 | $13,039,000 | +50.5% | 202,749 | +47.9% | 0.04% | +41.9% |
| Q1 2019 | $8,663,000 | +187.1% | 137,109 | +160.8% | 0.03% | +158.3% |
| Q4 2018 | $3,017,000 | – | 52,575 | – | 0.01% | – |
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% |