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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,937,101 | +6.6% | 28,021 | +12.5% | 0.05% | +8.3% |
| Q2 2023 | $1,816,480 | -33.1% | 24,907 | -34.1% | 0.05% | -36.0% |
| Q1 2023 | $2,716,924 | +79.2% | 37,820 | +64.0% | 0.08% | +63.0% |
| Q4 2022 | $1,516,097 | +0.9% | 23,063 | -13.9% | 0.05% | -13.2% |
| Q3 2022 | $1,503,000 | -3.8% | 26,777 | +7.5% | 0.05% | 0.0% |
| Q2 2022 | $1,563,000 | -0.8% | 24,904 | +16.6% | 0.05% | +15.2% |
| Q1 2022 | $1,575,000 | -29.4% | 21,363 | -23.9% | 0.05% | -28.1% |
| Q4 2021 | $2,230,000 | +39.7% | 28,062 | +37.9% | 0.06% | +25.5% |
| Q3 2021 | $1,596,000 | +12.7% | 20,354 | +13.6% | 0.05% | +13.3% |
| Q2 2021 | $1,416,000 | +47.5% | 17,911 | +41.6% | 0.04% | +25.0% |
| Q1 2021 | $960,000 | -30.1% | 12,648 | -32.7% | 0.04% | -34.5% |
| Q4 2020 | $1,374,000 | -2.0% | 18,803 | -14.8% | 0.06% | -16.7% |
| Q3 2020 | $1,402,000 | +23.2% | 22,082 | +17.6% | 0.07% | +6.5% |
| Q2 2020 | $1,138,000 | +25.6% | 18,785 | +10.3% | 0.06% | +5.1% |
| Q1 2020 | $906,000 | -13.5% | 17,037 | +11.9% | 0.06% | +7.3% |
| Q4 2019 | $1,047,000 | +106.1% | 15,232 | +93.0% | 0.06% | +77.4% |
| Q3 2019 | $508,000 | 0.0% | 7,892 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $508,000 | +11.6% | 7,892 | +9.5% | 0.03% | -3.1% |
| Q1 2019 | $455,000 | +13.2% | 7,207 | +2.9% | 0.03% | -8.6% |
| Q4 2018 | $402,000 | -7.6% | 7,001 | +6.7% | 0.04% | +9.4% |
| Q3 2018 | $435,000 | -6.9% | 6,563 | -6.3% | 0.03% | -11.1% |
| Q2 2018 | $467,000 | +253.8% | 7,001 | +258.1% | 0.04% | +227.3% |
| Q1 2018 | $132,000 | – | 1,955 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 338,787 | $23,420,354 | 16.89% |
| Dunhill Financial, LLC | 318,114 | $22,147,068 | 13.97% |
| Forefront Analytics, LLC | 344,925 | $23,844,842 | 13.52% |
| High Note Wealth, LLC | 239,807 | $16,577,877 | 6.85% |
| Laurel Wealth Planning LLC | 123,130 | $8,512 | 6.62% |
| SPINNAKER TRUST | 1,166,204 | $80,619,683 | 6.07% |
| Financial Network Wealth Management LLC | 163,350 | $11,127 | 5.43% |
| Shira Ridge Wealth Management | 100,446 | $6,943,847 | 4.56% |
| Bond & Devick Financial Network, Inc. | 101,025 | $6,983,866 | 4.49% |
| Ellevest, Inc. | 733,218 | $50,687,357 | 3.90% |