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 | $2,537,209 | -12.0% | 36,702 | -7.2% | 0.53% | -8.4% |
| Q2 2023 | $2,883,215 | +14.0% | 39,534 | +12.3% | 0.58% | +6.2% |
| Q1 2023 | $2,528,409 | +23.9% | 35,195 | +13.4% | 0.55% | +17.6% |
| Q4 2022 | $2,040,438 | -99.9% | 31,038 | -4.1% | 0.46% | +3.3% |
| Q3 2022 | $1,816,928,000 | -19.0% | 32,370 | -9.5% | 0.45% | -13.6% |
| Q2 2022 | $2,244,172,000 | -16.5% | 35,758 | -1.9% | 0.52% | -3.2% |
| Q1 2022 | $2,687,459,000 | +0.9% | 36,450 | +8.7% | 0.54% | +4.7% |
| Q4 2021 | $2,664,294,000 | +7.6% | 33,530 | +6.2% | 0.51% | -0.4% |
| Q3 2021 | $2,475,319,000 | +27.6% | 31,581 | +28.6% | 0.52% | +28.0% |
| Q2 2021 | $1,940,503,000 | +8.5% | 24,554 | +4.2% | 0.40% | +1.3% |
| Q1 2021 | $1,787,673,000 | +22.6% | 23,553 | +18.0% | 0.40% | +13.1% |
| Q4 2020 | $1,458,390,000 | +18.4% | 19,967 | +2.9% | 0.35% | +5.1% |
| Q3 2020 | $1,231,893,000 | +15.7% | 19,406 | +10.4% | 0.34% | +5.0% |
| Q2 2020 | $1,064,815,000 | +19.8% | 17,577 | +5.2% | 0.32% | -0.9% |
| Q1 2020 | $888,569,000 | +25.7% | 16,715 | +62.6% | 0.32% | +44.4% |
| Q4 2019 | $706,785,000 | +107.2% | 10,282 | +93.3% | 0.22% | +90.6% |
| Q3 2019 | $341,118,000 | – | 5,320 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |