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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $566,231 | -28.3% | 7,496 | -34.4% | 0.02% | -37.5% |
| Q3 2023 | $789,810 | +60.7% | 11,425 | +69.5% | 0.03% | +52.4% |
| Q2 2023 | $491,621 | -2.6% | 6,741 | -4.1% | 0.02% | -8.7% |
| Q1 2023 | $504,963 | +20.1% | 7,029 | +9.9% | 0.02% | +4.5% |
| Q4 2022 | $420,539 | +5.4% | 6,397 | +0.5% | 0.02% | -12.0% |
| Q2 2022 | $399,000 | +39.0% | 6,364 | +75.4% | 0.02% | +8.7% |
| Q2 2021 | $287,000 | +35.4% | 3,629 | +29.9% | 0.02% | +9.5% |
| Q1 2021 | $212,000 | -21.5% | 2,793 | -34.3% | 0.02% | -46.2% |
| Q3 2020 | $270,000 | -0.7% | 4,250 | -5.5% | 0.04% | -9.3% |
| Q2 2020 | $272,000 | – | 4,497 | – | 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% |