ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 247 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $817,958 | +17.8% | 10,383 | +19.4% | 0.01% | +14.3% |
| Q1 2024 | $694,642 | +14.2% | 8,693 | +8.0% | 0.01% | 0.0% |
| Q4 2023 | $608,007 | +58.6% | 8,049 | +45.1% | 0.01% | +40.0% |
| 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% | – |
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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% |