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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $412,795,741 | +19.7% | 6,279,217 | +2.2% | 2.00% | +7.6% |
| Q3 2022 | $344,856,000 | -5.6% | 6,143,878 | +5.6% | 1.86% | -2.6% |
| Q2 2022 | $365,279,000 | -11.8% | 5,820,257 | +3.6% | 1.91% | -1.2% |
| Q1 2022 | $414,323,000 | +2.6% | 5,619,464 | +11.0% | 1.94% | +4.1% |
| Q4 2021 | $403,667,000 | +11.9% | 5,062,190 | +10.0% | 1.86% | +2.6% |
| Q3 2021 | $360,835,000 | +10.9% | 4,603,665 | +11.8% | 1.81% | +7.2% |
| Q2 2021 | $325,493,000 | +22.4% | 4,118,604 | +17.5% | 1.69% | +9.7% |
| Q1 2021 | $266,010,000 | +23.6% | 3,504,747 | +19.0% | 1.54% | +12.1% |
| Q4 2020 | $215,196,000 | +37.3% | 2,946,273 | +19.4% | 1.38% | +16.4% |
| Q3 2020 | $156,687,000 | +20.2% | 2,468,294 | +14.7% | 1.18% | +9.7% |
| Q2 2020 | $130,367,000 | +36.0% | 2,151,973 | +19.4% | 1.08% | +14.0% |
| Q1 2020 | $95,870,000 | -3.7% | 1,802,784 | +24.5% | 0.94% | +12.8% |
| Q4 2019 | $99,565,000 | +30.8% | 1,448,436 | +22.0% | 0.84% | +15.4% |
| Q3 2019 | $76,149,000 | +16.9% | 1,187,615 | +17.3% | 0.73% | +9.8% |
| Q2 2019 | $65,126,000 | +31.1% | 1,012,696 | +28.8% | 0.66% | +18.5% |
| Q1 2019 | $49,676,000 | – | 786,259 | – | 0.56% | – |
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% |