ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 216 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $852,000 | -5.5% | 15,178 | +5.2% | 0.04% | -2.6% |
| Q2 2022 | $902,000 | -15.6% | 14,431 | +0.0% | 0.04% | -7.3% |
| Q1 2022 | $1,069,000 | +20.8% | 14,429 | +30.3% | 0.04% | 0.0% |
| Q4 2021 | $885,000 | -2.5% | 11,074 | -10.9% | 0.04% | -16.3% |
| Q4 2020 | $908,000 | +21.1% | 12,425 | +5.1% | 0.05% | -21.0% |
| Q3 2020 | $750,000 | -3.4% | 11,818 | -7.2% | 0.06% | -12.7% |
| Q2 2020 | $776,000 | +20.7% | 12,739 | +1.0% | 0.07% | +22.4% |
| Q1 2020 | $643,000 | – | 12,618 | – | 0.06% | – |
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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% |