ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 245 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,382 | +0.2% | 5,546 | +5.7% | 0.01% | 0.0% |
| Q2 2023 | $382,504 | +7.2% | 5,245 | -3.4% | 0.01% | -16.7% |
| Q1 2023 | $356,882 | 0.0% | 5,429 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $356,882 | -24.9% | 5,429 | -35.8% | 0.01% | -40.0% |
| Q3 2022 | $475,000 | -20.4% | 8,461 | -11.1% | 0.01% | -16.7% |
| Q2 2022 | $597,000 | +50.8% | 9,520 | +77.3% | 0.01% | +50.0% |
| Q1 2022 | $396,000 | -7.9% | 5,369 | -0.8% | 0.01% | 0.0% |
| Q4 2021 | $430,000 | +12.6% | 5,413 | +11.0% | 0.01% | 0.0% |
| Q3 2021 | $382,000 | -4.5% | 4,877 | -35.2% | 0.01% | -79.5% |
| Q1 2020 | $400,000 | – | 7,526 | – | 0.04% | – |
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% |