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 2022 | $28,268 | +17.8% | 430 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | -11.1% | 430 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $27,000 | -15.6% | 430 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $32,000 | -3.0% | 434 | +5.3% | 0.00% | 0.0% |
| Q4 2021 | $33,000 | +3.1% | 412 | +1.0% | 0.00% | -33.3% |
| Q3 2021 | $32,000 | 0.0% | 408 | +1.5% | 0.00% | 0.0% |
| Q2 2021 | $32,000 | +6.7% | 402 | +3.1% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | 0.0% | 390 | 0.0% | 0.00% | +200.0% |
| Q4 2020 | $30,000 | -93.6% | 390 | -94.3% | 0.00% | -98.1% |
| Q4 2019 | $467,000 | +7.1% | 6,797 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $436,000 | -0.2% | 6,797 | 0.0% | 0.05% | +1.9% |
| Q2 2019 | $437,000 | +1.9% | 6,797 | 0.0% | 0.05% | +4.0% |
| Q1 2019 | $429,000 | +10.0% | 6,797 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $390,000 | – | 6,797 | – | 0.05% | – |
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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% |