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 2020 | $1,915,000 | +33.3% | 26,213 | +15.8% | 0.17% | +17.6% |
| Q3 2020 | $1,437,000 | +0.4% | 22,641 | -4.1% | 0.14% | -7.2% |
| Q2 2020 | $1,431,000 | +15.8% | 23,614 | +1.5% | 0.15% | +7.7% |
| Q1 2020 | $1,236,000 | -18.8% | 23,255 | +5.0% | 0.14% | +1.4% |
| Q4 2019 | $1,522,000 | +17.2% | 22,139 | +9.3% | 0.14% | +10.2% |
| Q3 2019 | $1,299,000 | -4.8% | 20,254 | -4.6% | 0.13% | -5.2% |
| Q2 2019 | $1,365,000 | +8.4% | 21,223 | +6.5% | 0.13% | +9.8% |
| Q1 2019 | $1,259,000 | – | 19,921 | – | 0.12% | – |
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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% |