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 | $30,216 | +9.3% | 400 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $27,652 | -45.8% | 400 | -42.9% | 0.02% | -42.3% |
| Q2 2023 | $51,051 | -13.7% | 700 | -14.9% | 0.03% | -18.8% |
| Q1 2023 | $59,124 | -10.1% | 823 | -17.7% | 0.03% | -11.1% |
| Q4 2022 | $65,740 | +17.4% | 1,000 | 0.0% | 0.04% | +9.1% |
| Q3 2022 | $56,000 | -25.3% | 1,000 | -16.7% | 0.03% | -19.5% |
| Q2 2022 | $75,000 | -14.8% | 1,200 | 0.0% | 0.04% | +2.5% |
| Q1 2022 | $88,000 | -7.4% | 1,200 | 0.0% | 0.04% | -4.8% |
| Q4 2021 | $95,000 | +1.1% | 1,200 | 0.0% | 0.04% | -6.7% |
| Q3 2021 | $94,000 | -1.1% | 1,200 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $95,000 | +4.4% | 1,200 | 0.0% | 0.04% | -2.2% |
| Q1 2021 | $91,000 | +3.4% | 1,200 | 0.0% | 0.05% | +2.2% |
| Q4 2020 | $88,000 | – | 1,200 | – | 0.04% | – |
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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% |