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 | 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% |