ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 265 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,776,157 | +44.9% | 83,555 | +52.9% | 0.00% | +100.0% |
| Q2 2023 | $3,986,135 | -75.5% | 54,657 | -75.9% | 0.00% | -85.7% |
| Q1 2023 | $16,264,289 | -84.3% | 226,396 | -85.6% | 0.01% | -85.4% |
| Q4 2022 | $103,706,888 | +73.1% | 1,577,531 | +47.8% | 0.05% | +84.6% |
| Q3 2022 | $59,925,000 | +67.8% | 1,067,609 | +87.6% | 0.03% | +73.3% |
| Q2 2022 | $35,710,000 | -85.8% | 568,994 | -83.3% | 0.02% | -81.5% |
| Q1 2022 | $251,100,000 | +121204.3% | 3,405,664 | +130887.1% | 0.08% | – |
| Q4 2021 | $207,000 | -97.3% | 2,600 | -97.3% | 0.00% | -100.0% |
| Q3 2021 | $7,680,000 | -81.9% | 97,985 | -81.8% | 0.00% | -82.4% |
| Q2 2021 | $42,485,000 | +99.8% | 537,581 | +91.9% | 0.02% | +54.5% |
| Q1 2021 | $21,264,000 | +213.2% | 280,160 | +201.4% | 0.01% | +266.7% |
| Q4 2020 | $6,790,000 | +51.3% | 92,963 | +31.5% | 0.00% | 0.0% |
| Q3 2020 | $4,487,000 | -76.8% | 70,687 | -77.9% | 0.00% | -80.0% |
| Q2 2020 | $19,357,000 | +154.4% | 319,529 | +188.7% | 0.02% | +36.4% |
| Q4 2019 | $7,609,000 | +176.4% | 110,690 | +158.6% | 0.01% | +120.0% |
| Q2 2019 | $2,753,000 | +31.7% | 42,806 | +29.3% | 0.01% | +66.7% |
| Q1 2019 | $2,091,000 | -12.8% | 33,099 | -20.8% | 0.00% | -40.0% |
| Q4 2018 | $2,399,000 | +95.2% | 41,803 | +125.2% | 0.01% | +150.0% |
| Q3 2018 | $1,229,000 | -71.1% | 18,563 | -71.6% | 0.00% | -80.0% |
| Q2 2018 | $4,251,000 | +694.6% | 65,268 | +728.1% | 0.01% | +400.0% |
| Q4 2017 | $535,000 | -79.4% | 7,882 | -81.0% | 0.00% | -77.8% |
| Q2 2017 | $2,596,000 | -15.2% | 41,446 | -18.7% | 0.01% | -35.7% |
| Q1 2017 | $3,062,000 | +42.4% | 50,949 | +32.0% | 0.01% | +55.6% |
| Q4 2016 | $2,151,000 | -52.3% | 38,593 | -51.3% | 0.01% | -59.1% |
| Q3 2016 | $4,506,000 | -14.7% | 79,274 | -20.6% | 0.02% | -15.4% |
| Q2 2016 | $5,285,000 | – | 99,900 | – | 0.03% | – |
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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% |